Ulrich Keller
Ulrich Keller is a CFP-designated registered investment advisor at Ducere Wealth Management, based in Newport Beach, CA, with 35 years of industry experience. Ulrich operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 128 clients with $500M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
DWM also has a separate fee schedule for fixed income-only portfolios: 0-$2M: 0.60%, $2,000,001 - $5,000,000: 0.50%, $5,000,001-$10,000,000: 0.35%, $10,000,000+: 0.25%. Advisory fee is not negotiable, but DWM may charge a lesser fee or waive it in whole or in part for certain clients.
Fee Estimator
Location
1401 Dove Street, Suite 630, Newport Beach, CA, 92660
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 1999Employment History
Current Registrations
Ducere Wealth Management
Previous Registrations
First Foundation Advisors, LLC
First Foundation Advisors
State Registrations2 states
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