Whitney Solcher is a CFA-designated registered investment advisor at Ulrich Investment Consultants, based in San Antonio, TX, with 16 years of industry experience. Whitney 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
Whitney is a member of two family entities and serves as trustee for multiple trusts, some of which are clients of the firm. She spends minimal time on these activities and receives no compensation.
Employment History
Current Registrations
Ulrich Investment Consultants
Previous Registrations
Shepherd Kaplan LLC
San Antonio Capital Management, LLC
Fsw Advisory Services INC.
State Registrations1 state
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
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