Andrew Ulrich is a CFP-designated registered investment advisor at Fourth Dimension Wealth, LLC, based in Middleburg Heights, OH, with 3 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 591 clients with $280M in assets under management.
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FDW provides ongoing investment management services based on your individual needs. Your portfolio may include stocks, bonds, ETFs, mutual funds, and cash. Accounts can be managed with or without FDW getting your approval before each trade. The maximum annual advisory fee is 2.5% of the managed account value. You will also pay transaction charges to the broker/dealer, not to FDW.
Location
16600 Sprague Rd, Suite 450, Middleburg Heights, OH, 44130
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrew provides administrative support to Fourth Dimension Wealth, LLC, an independent investment advisor firm, dedicating full-time hours to this activity. The firm is separate and independent of LPL Financial.
Employment History
Current Registrations
Fourth Dimension Wealth, LLC
LPL Financial LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.