Ultra Advisors LLC offers investment management services, primarily using mutual funds and exchange-traded funds. Ultra Advisors does not provide financial planning services. Ultra Advisors works with clients to tailor portfolios to meet their investment parameters, time horizon, risk tolerance, and return objectives. Clients can request restrictions on investments in particular securities.
Assets Under Management$2.3M
Clients66
Advisors1
Avg. per Client$35K
Avg. per Advisor$2.3M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $2.0M | 1.50% |
| $2.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for accounts over $5,000,000. Ultra Advisors also manages corporate retirement plans with a different fee schedule.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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