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.
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.
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.’