Firm
Up&Up Capital
Glendale, California
Fee-only
Up&Up Capital at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 7 individual clients.
- Its average account is about $17,000 (assets it manages divided by its 8 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Glendale, California |
|---|---|
| Website | upandupcapitalinc.com |
| Phone | (818) 355-5653 |
Up&Up Capital fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1.75% a year on the first tier of assets |
|---|---|
| Account minimum | None |
| How it charges | Percentage of assets |
In the firm's words
"$0 – $249,999 1.75% (175 basis points)" source
"$5,000,000 – Above 0.55% (55 basis points)" source
"$0 – $249,999 1.75% (175 basis points)" source
"does not require a minimum account size to open or maintain an investment portfolio" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $0 million |
| Individual clients | 7 |
| Accounts managed | 8 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | October 12, 2026 |
| SEC record | CRD 315567 |