One-up Financial Fees & Minimum

Overview

Headquarters: Erie, PA
Total Firm Assets: $107 million
Average High-Net-Worth Client Portfolio Size: $2.4 million

Fee Disclosure

Source: ADV PART 2A/2B (2026-04-23) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$500,000	1.00%
$500,001	$2,000,000	0.80%
$2,000,001	$5,000,000	0.60%
$5,000,001	$10,000,000	0.40%
$10,000,001	and above	0.20%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$9,000	0.90%
$5 million	$35,000	0.70%
$10 million	$55,000	0.55%
$50 million	$135,000	0.27%
$100 million	$235,000	0.24%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Pennsylvania for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets: 81.26%
Number of High-Net-Worth Clients: 37
Total Client Accounts: 97
Discretionary Accounts: 94
Non-Discretionary Accounts: 3

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting

Regulatory Filings

SEC CRD Number: 333778

ADV PART 2A/2B (2026-04-23) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions

What fees does One-up Financial disclose?

Is One-up Financial a fiduciary?

Where is One-up Financial located?

How many clients does One-up Financial have?

What services does One-up Financial offer?

How much does One-up Financial manage?

What types of clients does One-up Financial serve?