Jake Ulrich
Jake Ulrich is a registered investment advisor at Arbor Wealth Management, LLC, based in Tempe, AZ, with 13 years of industry experience. Jake operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 106 clients with $110M 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+ | 0.65% |
These fees are for Custom Management. For ETF Models, the fees are: $0-$2.5M: 0.85%, $2.5M-$5M: 0.50%, $5M+: 0.40%. Fees are negotiable.
Fee Estimator
Location
7581 S Willow Drive, Suite 110, Tempe, AZ, 85283
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
Jake is involved with Arbor Insurance, which is not investment-related.
Employment History
Current Registrations
Arbor Wealth Management, LLC
Previous Registrations
Regal Investment Advisors LLC
State Registrations2 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.