Greenup Street Wealth Management LLC

Greenup Street Wealth Management LLC, also known as Greenup Wealth, is a Limited Liability Company established in Michigan in September 2020. The firm's portfolio management services are tailored to individual client goals, risk tolerance, and time horizon. GSWML requests discretionary authority from clients to make investment decisions in line with fiduciary duties. The firm offers ongoing financial planning services, including initial consultations, detailed financial analysis, and client recommendation meetings. GSWML may direct clients to third-party investment advisers and provides services limited to specific types of investments such as mutual funds, fixed income securities, real estate funds, equities, and more. GSWML charges asset-based portfolio management fees ranging from 0.45% to 1.25%, depending on the total assets under management. Financial planning fees are $250 per month or a flat fee of $3,000 annually, with negotiable terms. The firm does not participate in wrap fee programs. GSWML does not accept compensation for the sale of securities and discloses potential conflicts of interest. The firm's investment strategies include long-term trading, short sales, margin transactions, and options trading. Clients have the option to direct brokerage and custodian selection. GSWML provides quarterly account reviews and reports, and clients receive all account statements directly from the custodian. The firm does not accept voting authority for client securities and has professional liability insurance coverage for its services.