Gilbert Ulrich is a CFA-designated registered investment advisor at Ars Wealth Advisors, based in St. Petersburg, FL, with 19 years of industry experience. Gilbert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,058 clients with $1.5B 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% |
| $5M+ | 0.50% |
Fees are potentially negotiable.
Fee Estimator
Location
111 Second Avenue NE, Suite 900, St. Petersburg, FL, 33701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Ars Wealth Advisors
Previous Registrations
Ars Wealth Advisors
State Registrations2 states
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