William Ullman is a registered investment advisor at Connective Wealth Partners, LLC, based in Brooklyn, NY, with 25 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 292 clients with $37M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Connective Wealth Partners' wealth management fees range from 0.50% to 2.00% annually, based on the amount of assets managed, the complexity of services, and the overall client relationship. Fees are calculated based on the market value of assets at the beginning or end of each calendar quarter and are paid in advance or arrears. Fees may be negotiable at the advisor's discretion.
Location
Brooklyn, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is the President of the Board of Managers for a condominium since 2017, a Member of the Board of Directors for VanEck Associates Corp. since 2010, and a Director for Capital Returns, LTD since 2011. He also serves as a Special Advisor for FinTech Collective, an Independent Director for Alpha Modus Corp, a General Advisor for HerMoney Media Inc., and President of the US Padel Association, dedicating minimal to a few hours per week to each activity.
Employment History
Current Registrations
Connective Wealth Partners, LLC
Previous Registrations
Water Street Advisors LLC
Berkshire Global Advisors LPBroker
Greystone Wealth Advisors LLC
Orchard Platform Markets, LLCBroker
Bear, Stearns Securities CORP.Broker
Bear, Stearns & CO. INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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