Ulta Wealth Management provides investment advice to individuals. Services include asset management, where portfolios are created using stocks, bonds, exchange traded funds, and other securities tailored to the client's needs. Ulta Wealth Management also offers financial planning and consulting services covering investment, retirement, estate, tax, education, and real estate planning.
Assets Under Management$150M
Clients27
Advisors1
Avg. per Client$5.4M
Avg. per Advisor$150M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $1000K | 1.50% |
| $1.0M - $5.0M | 1.20% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
The maximum annual fee charged for this service will not exceed 2.00%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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