Up Capital Management, INC.
Assets Under Management
$186.6M
Number of Clients
208
Number of Advisors
2
Average Client AUM
$897K
AUM per Advisor
$93.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Up Capital Management, Inc. is a registered investment adviser offering asset management and financial planning services. They manage investments on a discretionary or non-discretionary basis and provide financial planning services covering various topics. They also offer retirement plan services to plan sponsors and participants.
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
Location
TX, United States