Ulrich Investment Consultants provides investment management and financial consulting services to individuals, trusts, estates, retirement plans, charitable foundations, corporations, and Native American tribes. The firm creates personalized portfolios using mutual funds, exchange-traded funds, independent managers, and alternative investments, focusing on asset allocation, tax efficiency, and risk management. Ulrich Investment Consultants also offers comprehensive financial planning covering retirement, estate, tax, and insurance needs, as well as specialized consulting for Native American tribes. Portfolios can be managed on a discretionary or non-discretionary basis.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum investment advisory fee is 1.00%. Fees are negotiable based on anticipated future earning capacity, future assets, account composition, and other factors.