Tailored Services

Upland Financial Partners has tailored our services and fees to meet you wherever you are in your financial journey. We have no minimum account sizes*. All clients receive access to our robust digital advice and investing platform, supported by advice from a CERTIFIED FINANCIAL PLANNER™.

How It Works

All new client engagements begin with The Partnering Process. Clients pay a one-time $2,500 fee for delivery of their personalized Financial Wellcheck and creation of an Investment Policy Statement.

After delivery of The Financial Wellcheck, ongoing financial advice and portfolio management are provided under the fee schedule to the right.

Our fees are:


First $2,000,000

1.25%

Next $2,000,000+

0.70%

*  Minimum annual fee is $2,500/year per household


Fees may not be changed without client’s written authorization.

In addition to the advisory fees paid, clients may incur additional platform costs related to custody, trading, processing and reporting. The underlying investment vehicles recommended by Upland may also assess their own management fees or other transactions costs. These costs will be disclosed to the client, but are the client’s responsibility. Upland does not control these fees or share in them.

Upland Financial Partners reserves the right to make exceptions to the standard advisory fee schedule noted above. Legacy clients may be paying fees under different arrangements than those above.