Ulrich Investment Consultants
Assets Under Management
$3.2B
Number of Clients
278
Number of Advisors
11
Average Client AUM
$11.5M
AUM per Advisor
$290.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Ulrich Investment Consultants offers investment management services to individuals, trusts, estates, and institutional clients. Services include financial planning, retirement, education, estate planning, insurance, and tax and cash flow needs. They primarily allocate assets among Independent Managers, mutual funds, and ETFs.
Fee Structure
UIC charges an annual fee based on a percentage of assets under management, with a maximum fee of 1.00%. Fees are generally prorated and charged monthly in arrears. They may also charge hourly rates ($100-$350) or fixed fees for special projects. Financial planning fees range from $150 to $7,500, agreed upon in advance. Certain Independent Managers may impose their own fees.
Areas of Practice
Location
1805 Rio Grande Boulevard Nw, Suite 1, Albuquerque, NM, 87104