ADVISORY COMPENSATION

Our fee is structured on a sliding scale. The average advisor charges 1% on assets under management. A typical client of Upper Left Wealth Management with 3 million dollars under management pays around half of that. While we aim to be cheaper than most advisors, we believe that in healthcare, wealthcare and childcare, it is not about finding the cheapest service, it is about finding the best service.

$500,000

There is a 0.95% fee on the first $500,000 in assets.

$500,001 - $1,000,000

There is a 0.75% fee on assets from $500,001 to $1,000,000.

$1,000,001 - $5,000,000

There is a 0.50% fee on assets from $1,000,001 to $5,000,000.

$5,000,000+

There is a 0.35% fee on assets $5,000,000 and up.