Jared Plotz is a CFA-designated registered investment advisor at Ulland Investment Advisors, LLC, based in Minneapolis, MN. Jared operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 226 clients with $450M 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 | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
These fees apply to the Intelligent Fixed Income, Intelligent Fixed Income IG, Defensive Growth, and Intelligent Blend strategies. The Intelligent Fixed Income GOV strategy is billed at a flat rate of 0.25% annually. Fees may be negotiable.
Fee Estimator
Location
4550 Ids Center, 80 S 8th Street, Minneapolis, MN, 55402
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Regulatory History (1)
Investigation
December 2025Employment History
Current Registrations
Ulland Investment Advisors, LLC
State Registrations1 state
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