Ultra Advisory Group is a registered investment advisor based in Irvine, California, offering personalized investment management, financial planning, and consulting services. Ultra Advisory Group builds customized portfolios using mutual funds, exchange-traded funds, individual stocks and bonds, and limited partnerships, aligning investments with each client's specific goals and risk tolerance. The firm also provides comprehensive financial planning covering retirement, tax strategies, estate planning, education funding, debt management, and insurance analysis. When managing retirement accounts, Ultra Advisory Group acts under federal rules requiring them to put your best interests first. Clients grant discretionary authority to manage accounts, though non-discretionary arrangements are available. The firm may also utilize independent third-party money managers as sub-advisors to oversee specific investment strategies.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 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 based on household accounts, relationship size, and other factors.