Jonathan Ullman
Jonathan Ullman is a CFP-designated registered investment advisor at Truefocus Financial Partners, based in North Kingstown, RI, with 13 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 30 clients with $52M 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 $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.25% |
The annual advisory fee is paid quarterly in arrears based on the average daily balance of the Client’s account(s). The advisory fee is a blended tier. Minimum portfolio size requirement is $1,000,000 to open or maintain a relationship under our management. Our minimum annual fee for our Wealth Management Service is $10,000. TFFP may reduce or waive the minimum account size requirement and account fee minimum on a case-by-case basis.
Fee Estimator
Location
650 Ten Rod Road, #10, North Kingstown, RI, 02852
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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
Truefocus Financial Partners
Previous Registrations
Montis Financial, LLC
State Registrations2 states
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