Ephraim Ulmer

Godsey & Gibb Wealth Management

34 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingTax PlanningEstate PlanningHigh Net Worth

Godsey & Gibb Wealth Management

Compensation

Fee-Only (AUM)

Firm Size

13 advisors

Number of Clients

807 clients

Average Client Portfolio

$1.7M average

Assets Under Management

$1.4B

Fee Structure

Minimum Investment:$500K

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	1.00%
$1.0M - $2.0M	0.75%
$2M+	0.50%

Minimum account size of $500,000 and annual fee of $5,000 are negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$5,000

Location

1310 Lady Street, Ninth Floor, Columbia, SC, 29201

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

January 1986

Settled

View Full SEC Report How to Read Disclosures

Other 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

November 1991 - Present · 34 yrs 3 mos

State Registrations6 states

CAGAMONCSCVA

Advisor

Exams

No exam information available for this advisor.