Caitlin Frederick
Caitlin Frederick is a CFA, CFP-designated registered investment advisor at Ullmann Wealth Partners, based in Jacksonville Beach, FL, with 5 years of industry experience. Caitlin 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Ullmann Wealth Partners
Previous Registrations
Ullmann Wealth Partners
State Registrations1 state
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