Ephraim Ulmer
Ephraim Ulmer is a registered investment advisor at Godsey & Gibb Wealth Management, based in Columbia, SC, with 34 years of industry experience. Ephraim operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 807 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Minimum account size of $500,000, annual fee of $5,000, and fee schedule are negotiable. GGWM may group certain related client accounts for the purpose of achieving the minimum account size and determining the annualized fee.
Fee Estimator
Location
1310 Lady Street, Ninth Floor, Columbia, SC, 29201
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 1986Other Business ActivitiesSells Insurance
Ephraim is a director and shareholder of G&G Insurance Services, Inc. He spends minimal time on this activity, mainly attending shareholder/director meetings during non-trading hours.
Employment History
Current Registrations
Godsey & Gibb Wealth Management
State Registrations6 states
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.