Upholdings Group, LLC is a registered investment advisor that provides investment advice to clients based on their individual needs and objectives. Upholdings manages separate accounts on a discretionary basis, meaning they make investment decisions for you. They develop an investment strategy that balances your short and long-term goals with your risk tolerance. Upholdings does not participate in wrap fee programs.
Assets Under Management$51M
Clients13
Advisors2
Avg. per Client$3.9M
Avg. per Advisor$26M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.60% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...