One-Up Financial is a fee-only registered investment advisor. They offer investment management services, where they manage client funds based on individual needs and goals, and financial planning services, where they work with clients to develop and implement a financial plan. They also offer retirement plan consulting and management for employer-sponsored retirement plans. One-Up Financial does not receive commissions from any third party.
Assets Under Management$85M
Clients91
Advisors9
Avg. per Client$930K
Avg. per Advisor$9.4M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.20% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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