Margaret Ulrich
Margaret Ulrich is a CFP-designated registered investment advisor at Independence Capital CO., INC., based in Parma, OH, with 34 years of industry experience. Margaret operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 295 clients with $100M 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 $250K | 2.50% |
| $250K - $500K | 1.50% |
| $500K - $2.5M | 1.00% |
| $2.5M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
5579 Pearl Road, Suite 100, Parma, OH, 44129
Get directionsHistory
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 ActivitiesSells Insurance
Margaret is an insurance agent selling life, health, Medicare supplemental insurance, and fixed annuities. This activity requires a few hours per week.
Employment History
Current Registrations
Independence Capital CO., INC.
Independence Capital CO., INC.Broker
Previous Registrations
Independence Capital CO., INC.Broker
Waddell & Reed, INC.Broker
Intersecurities, INC.Broker
Independence Capital CO., INC.Broker
Independence Capital CO., INC.Broker
Transamerica Financial Resources, INC.Broker
Transamerica Securities Sales CorporationBroker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
State Registrations1 state
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