Steven Ulrich
Steven Ulrich is a CFP-designated registered investment advisor at Cassaday & Company, INC., based in Mclean, VA, with 11 years of industry experience. Steven is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 3,267 clients with $7.1B 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 | 1.50% |
Fees range from 0.50% to 1.50% based on factors such as portfolio size, account composition, and client needs. Subject to a $6,000 minimum annual fee.
Fee Estimator
Location
8180 Greensboro Drive, Suite 1180, Mclean, VA, 22102
Get directionsHistory
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 ActivitiesSells Insurance
Steven works as an insurance agent for BSI, Inc. and Jurs Montgomery, dedicating minimal time to each. He also works nearly full-time as an Associate Vice President at Cassaday & Co Wealth Management, LLC, and spends minimal time as a notary and treasurer for a non-profit.
Employment History
Current Registrations
Cassaday & Company, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Cassaday & CO INC
Royal Alliance Associates, INC.
Re Advisers Corporation
Re Investment CorporationBroker
State Registrations18 states
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
More Advisors
- Matthew Blunt, CFPCassaday & Company, INC.
- Sean Gallahan, CFPCassaday & Company, INC.
- Robert Blankenship, CFACassaday & Company, INC.
- Stephan Cassaday, CFPCassaday & Company, INC.
- Samuel Ferro, CFPCassaday & Company, INC.
- Carmen Bississo, CFPCassaday & Company, INC.