Firm
Upside LAB Advisors
Huntington, New York
Fee-only
Upside LAB Advisors at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 4 individual clients.
- Its average account is about $282,000 (assets it manages divided by its 6 accounts).
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Huntington, New York |
|---|---|
| Phone | (631) 742-0027 |
Upside LAB Advisors fees
Upside LAB Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 |
|---|---|
| Assets managed | $2 million |
| Individual clients | 4 |
| Accounts managed | 6 |
| Employees | 1 |
| Planning clients | 0 |
| Registered with | The SEC (801-117153) |
| Financial planning | Offered |
| Form ADV filed | February 14, 2024 |
| SEC record | CRD 304862 |