Upstream Financial Advisors (UFA) offers investment management and financial planning services. UFA works with clients to establish financial goals and values, then develops and helps implement a financial plan. UFA primarily advises on stocks, bonds, mutual funds, and ETFs. Clients can grant UFA authority to buy and sell securities. UFA also offers tax preparation services.
Assets Under Management$26M
Clients31
Advisors2
Avg. per Client$830K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:$400K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.30% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $3.0M | 0.90% |
| $3M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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