Advisor at Upland Capital Management, LLC
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Firm
Upland Capital Management, LLC
Location
Savannah, GA
Credentials
Series 63, Series 65
Industry experience
24 years
John McVeigh is the sole advisor at Upland Capital Management, LLC, an independent firm based in Savannah, GA. He holds Series 63 and Series 65 licenses and has 24 years of industry experience, having been with Upland Capital since its founding in 1995. Upland Capital provides discretionary portfolio management and project-based investment consulting to a select group of individual and institutional clients, including pensions, trusts, estates, charitable organizations, and corporations. The firm follows a disciplined, absolute-return oriented process guided by a written Investment Policy Statement, with an emphasis on income and structured fixed-income analysis informed by extensive institutional experience.
Based on Upland Capital Management, LLC
Consulting fees provided on a project basis with pre-negotiated fee structure outlined in Consulting Agreement
$0 - $1,000,000: 1.0000% annually $1,000,001 - $1,500,000: 0.7500% annually $1,500,001+: 0.5000% annually
Account minimum: $5,000 minimum annual fee Minimum fee: Minimum annual fee of $5,000 ($1,250 quarterly), which may be waived or reduced at the firm's discretion
Savannah, GA
Georgia
Upland Capital Management, LLC
1995 - Present (31 years)
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Is not active or affiliated with:
Insurance agent
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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