Ullmann Wealth Partners Group offers wealth management services including investment management, advanced planning, and relationship management. They also provide divorce advisory services and educational resources. Their process involves understanding client values, goals, and financial objectives to create a customized wealth management plan. They may use external managers and offer access to private investment vehicles.
Assets Under Management$1.1B
Clients493
Advisors7
Avg. per Client$2.2M
Avg. per Advisor$150M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.20% |
| $2.0M - $5.0M | 1.15% |
| $5.0M - $7.0M | 1.00% |
| $7.0M - $10.0M | 0.90% |
| $10.0M - $15.0M | 0.80% |
| $15.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.60% |
| $50M+ | 0.50% |
Existing clients prior to November 2015 may pay different fees (including separate fees for planning services). Our fee may be negotiated in certain circumstances, which may depend on factors including, but not limited to, the scope and complexity of the services provided and the amount of the client's investment assets.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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