Caitlin Frederick
Caitlin Frederick is a CFA, CFP-designated registered investment advisor at Ullmann Wealth Partners, based in Jacksonville Beach, FL, with 6 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, Financial Planning & Coaching, and 5 more. Their firm serves 531 clients with $1.3B 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% |
Fees may be negotiable in certain circumstances based on the scope, complexity, and amount of assets. Existing clients prior to November 2015 may have different fee schedules.
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.
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 →Employment History
Current Registrations
Ullmann Wealth Partners
Previous Registrations
Ullmann Wealth Partners
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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