ADVISORY COMPENSATION
As detailed below, our fair fee structure is based on a sliding scale, reflecting our commitment to value. Unlike the industry standard of around 1% on assets managed, our typical client with $3 million under management pays about half that rate, highlighting our dedication to fair pricing and exceptional, personalized service.
Upper Left Wealth Management prioritizes delivering outstanding value beyond the fees our clients pay. We offer more than portfolio management; we provide a deep understanding of your financial situation, tailored advice for your goals, and meticulous attention to every detail, ensuring peace of mind and allowing you to concentrate on what's most important.
$1,000,000
There is a 0.95% fee on the first $1,000,000 in assets.
$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.
THE BIGGEST MISTAKE INVESTORS MAKE IS LOOKING BACKWARD AT PERFORMANCE AND THINKING IT'LL RECUR IN THE FUTURE. John Bogle
We do not provide past returns. The prior decade has experienced above average returns for many assets, and an investor today will not get the past returns, they will get the unknown future returns. We instead provide a repeatable process focused on diversification, position sizing, and rebalancing. The goal of the process is upper left.