Andrew Ulrich
Andrew Ulrich is a CFP-designated registered investment advisor at Fourth Dimension Wealth, LLC, based in Middleburg Heights, OH, with 4 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 631 clients with $360M 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 | 2.50% |
Maximum annual advisory fee is 2.50%. Fees are negotiable and charged quarterly in advance.
Fee Estimator
Location
16600 Sprague Rd, Suite 450, Middleburg Heights, OH, 44130
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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 Activities
Andrew provides administrative support to Fourth Dimension Wealth, LLC, an independent investment advisor firm, dedicating full-time hours to this activity. The firm is separate and independent of LPL Financial.
Employment History
Current Registrations
Fourth Dimension Wealth, LLC
LPL Financial LLCBroker
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.
Exams
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