Ultra Advisory Group provides investment advice and financial planning services to clients. They work with clients to identify their investment goals and risk tolerance to create a suitable portfolio allocation. Services include investment management, financial planning, and consulting. They may use sub-advisors to offer funds managed to a specific investment objective. Financial planning includes investment planning, tax management, retirement planning, and more.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.50% |
| $20.0M - $30.0M | 0.40% |
| $30.0M - $40.0M | 0.35% |
| $40.0M - $50.0M | 0.30% |
| $50M+ | 0.25% |
Fees are negotiable and may be lower based on various factors. Sub-advisers charge separate fees ranging from 0% to 1.0%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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