Ulrich Investment Consultants (UIC) offers investment management to individuals, trusts, estates, and institutions. UIC provides financial planning, Native American consulting, retirement, education, estate planning, insurance, and tax and cash flow needs. UIC primarily allocates client assets among independent managers, mutual funds, and exchange-traded funds. UIC also provides advice about any type of investment held in clients' portfolios.
Assets Under Management$3.6B
Clients301
Advisors11
Avg. per Client$12M
Avg. per Advisor$330M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
For certain larger clients, UIC may charge an annual fixed fee, prorated and charged monthly or quarterly, based on the scope of services to be provided to the client and/or the client’s assets under management. The annual fixed fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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