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Tel: 917-768-3390

Fax: 800-483-0575‚Äč

Upper Left Wealth Management is a Registered Investment Advisor run by CFP®, Randy Kurtz. Information presented on this site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. ULWM is only allowed to provide services to clients in states where we are registered or exempt from registration for various reasons. Please contact us to obtain a listing of the states in which we are currently doing business.

© 2019 by Upper Left Wealth Management. All rights reserved.

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.

$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.