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.

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Tel: 917-768-3390

Fax: 800-483-0575

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 only provides services to clients in states where we are registered or exempt from registration for various reasons. Contact us to obtain a listing of the states in which we are currently doing business.

No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.

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