Nyle Bayer is a registered investment advisor at Up Capital Management, INC., based in Bulverde, TX, with 10 years of industry experience. Nyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 167 clients with $210M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
167 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$212.6M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)

Up Capital Management offers asset management services through the Up Management Program. Fees range from 0.5% to 2.0% of your portfolio's value annually, billed monthly or quarterly in advance. The exact fee is negotiable based on the size of your account, the assets it holds, the complexity of your situation, and your relationship with Up Capital Management. The minimum account size is $100,000, but exceptions may be granted.

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Location

Bulverde, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Up Capital Management, INC.
June 2015 - Present · 10 yrs 10 mos
State Registrations1 state
CA
Advisor

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Exams
No exam information available for this advisor.