Ulmer Financial, LLC (UF) manages investment portfolios based on clients' individual needs and goals. UF also offers project-based financial planning services covering retirement, risk management, college savings, and estate planning. UF provides ongoing comprehensive financial planning for a fixed monthly fee, including plan development, implementation, and monitoring. UF also offers tax return preparation services.
Assets Under Management$2.2M
Clients23
Advisors1
Avg. per Client$95K
Avg. per Advisor$2.2M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.95% |
| $500K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.70% |
| $3M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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