Ullmann Wealth Partners Group offers comprehensive wealth management services, which include investment management, advanced planning, relationship management, and divorce advisory services. The firm uses a structured six-step approach called the 360 Financial Discipline Process to understand a client's values, goals, and current financial situation before building a customized multi-layered wealth plan. Investment management services involve constructing diversified portfolios primarily using mutual funds, exchange-traded funds, and occasionally external managers or private investment vehicles, tailored to each client's risk tolerance and time horizon. Advanced planning covers wealth enhancement, wealth protection, wealth transfer, and charitable giving strategies. Additionally, the firm offers divorce advisory services to help clients navigate financial decisions before, during, and after divorce proceedings, as well as educational resources through published books, newsletters, and workshops.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.20% |
| $2.0M - $5.0M | 1.15% |
| $5.0M - $7.0M | 1.00% |
| $7.0M - $10.0M | 0.90% |
| $10.0M - $15.0M | 0.80% |
| $15.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.60% |
| $50M+ | 0.50% |
Fees may be negotiable in certain circumstances based on the scope, complexity, and amount of assets. Existing clients prior to November 2015 may have different fee schedules.