Glenn Ullmann
Glenn Ullmann is a registered investment advisor at Ullmann Wealth Partners, based in Jacksonville Beach, FL, with 32 years of industry experience. Glenn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Divorce Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 493 clients with $1.1B 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 | 1.20% |
| $2.0M - $5.0M | 1.15% |
| $5.0M - $7.0M | 1.00% |
| $7.0M - $10.0M | 0.90% |
| $10.0M - $15.0M | 0.80% |
| $15.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.60% |
| $50M+ | 0.50% |
Existing clients prior to November 2015 may pay different fees (including separate fees for planning services). Our fee may be negotiated in certain circumstances, which may depend on factors including, but not limited to, the scope and complexity of the services provided and the amount of the client's investment assets.
Fee Estimator
Location
1540 the Greens Way, Jacksonville Beach, FL, 32250
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2002Other Business Activities
Glenn published a compliance-approved book that is given and sold to clients. He also serves as President of the Gana Sita Property Owners Association, managing a small homeowners association and dedicating minimal time to it.
Employment History
Current Registrations
Ullmann Wealth Partners
Previous Registrations
Sagepoint Financial, INC.Broker
Ullmann Wealth Partners
Sunamerica Securities, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Smith Barney INC.Broker
Lehman Brothers INC.Broker
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.