Upraise Wealth Advisory (UWA) offers wealth management, which includes investment management and financial planning, and financial planning services on a limited scope, one-time engagement basis. UWA provides continuous advice on investing client funds based on individual needs. They primarily advise on stocks, bonds, mutual funds, ETFs, and government securities. Clients can grant UWA authority to buy and sell securities. UWA also provides financial planning services, covering areas like business planning, cash flow, college savings, estate planning, insurance, investments, retirement, risk management, and tax planning.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
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Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.65% |
Fees negotiable for accounts over $10,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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