Up Capital Management offers investment advice and financial planning to individuals, high net worth individuals, pension plans, trusts, and businesses. Services include asset management, financial planning (full or modular), consultations, estate planning coordination, and retirement plan services. Up Capital Management manages investments on a discretionary or non-discretionary basis.
Fee Structure
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.