John Ulrich is a CFP-designated registered investment advisor at Ulrich Investment Consultants, based in San Antonio, TX, with 21 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 301 clients with $3.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum investment advisory fee is 1.00%. Fees are negotiable based on anticipated future earning capacity, future assets, account composition, and other factors.
Fee Estimator
Location
711 Broadway Ste 355, San Antonio, TX, 78215
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
John is a board member/secretary for Laguna Construction Company, a board member for Laguna Economic Advancement, and a board member for Laguna Community Foundation. He also serves as Co-Trustee of a client's revocable trust and is a Public Member of the NM State Investment Council; each of these activities requires minimal time.
Employment History
Current Registrations
Ulrich Investment Consultants
Previous Registrations
Sovereign Investment Advisors LLC
Sovereign Wealth Advisors, INC.
Strategic Wealth Management INC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
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