UL Wealth LLC, based in Valdosta, Georgia, provides investment management and financial planning services tailored to individual client needs. UL Wealth offers both discretionary and non-discretionary investment management. Financial planning services range from broad-based planning to single-subject consultations. UL Wealth may recommend insurance products through DPL Financial Partners, LLC, but clients are not obligated to use this service. UL Wealth also offers pension consulting services to employee benefit plans.
Assets Under Management$37M
Clients106
Advisors4
Avg. per Client$350K
Avg. per Advisor$9.4M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.40% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...