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.