Brian Ulch is a registered investment advisor at Aventail Wealth Management, LLC, based in Winter Haven, FL, with 10 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 142 clients with $60M 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 $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.60% |
Fees may be negotiable. There is a $1,200 minimum annual fee requirement ($100 billed monthly), which may be waived or reduced if circumstances are warranted. Accounts with portfolio values that fall below $100,000 will be subject to this minimum annual fee, which can cause the fee to exceed the highest published 1.25% Annual Fee Rate.
Fee Estimator
Location
353 Avenue C Southwest, Winter Haven, FL, 33880
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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 →Other Business ActivitiesSells Insurance
Brian is a licensed insurance agent in Florida, California, and Illinois, selling life insurance, annuities, and long-term care insurance. He spends about 10-20% of his time on his insurance business.
Employment History
Current Registrations
Aventail Wealth Management, LLC
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.