Ulland Investment Advisors offers investment advice and manages investment portfolios for individuals and institutions. Ulland Investment Advisors does not sell any products or services other than investment advice. The firm offers several investment strategies including Intelligent Blend, Defensive Growth, and Intelligent Fixed Income. Financial planning is provided to clients at no additional fee, where requested.
Assets Under Management$450M
Clients226
Advisors2
Avg. per Client$2M
Avg. per Advisor$230M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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