Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Up Capital Management charges fees for asset management, financial planning, and retirement plan services. Asset management fees range from 0.50% to 2.0% annually, negotiable based on account value, asset composition, complexity, and the representative providing services. Financial planning fees are hourly ($250-$400/hour) or fixed (up to $20,000), also negotiable. Retirement plan advisement consultations are either fixed (up to $7,500/year) or percentage-based (up to 1.50%/year). The firm requires a minimum account size of $100,000 for managed accounts, but exceptions may be granted.
Areas of Practice
Advisor Information
Office location
Bulverde, TX
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Anton is involved in real estate rental, dedicating about 10% of his time to properties in multiple counties and cities. He also spends minimal time as a book author, selling "Exposing the Myths of Financial Success" and "Physicians Guide to Wealth", and another minimal amount of time on AC Financial/Bayer Enterprise for tax/investment purposes.