Overview
- Headquarters
- Jacksonville Beach, FL
- Total Firm Assets
- $1.3 billion
- Average High-Net-Worth Client Portfolio Size
- $3.8 million
Fee Disclosure
Source: ULLMANN WEALTH PARTNERS GROUP, LLC PART 2A BROCHURE (2025-07-16)
· View brochure text
Latest filing: ULLMANN WEALTH PARTNERS GROUP, LLC PART 2A BROCHURE (2026-07-29)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $2,000,000 | 1.20% |
| $2,000,001 | $5,000,000 | 1.15% |
| $5,000,001 | $7,000,000 | 1.00% |
| $7,000,001 | $10,000,000 | 0.90% |
| $10,000,001 | $15,000,000 | 0.80% |
| $15,000,001 | $25,000,000 | 0.70% |
| $25,000,001 | $50,000,000 | 0.60% |
| $50,000,001 | and above | 0.50% |
Stated Minimum Annual Fee: $40,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $40,000 | 4.00% |
| $5 million | $58,500 | 1.17% |
| $10 million | $105,500 | 1.06% |
| $50 million | $365,500 | 0.73% |
| $100 million | $615,500 | 0.62% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Florida for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 91.34%
- Number of High-Net-Worth Clients
- 304
- Total Client Accounts
- 1,605
- Discretionary Accounts
- 1,596
- Non-Discretionary Accounts
- 9
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 316697
- ULLMANN WEALTH PARTNERS GROUP, LLC PART 2A BROCHURE (2026-07-29) · View brochure text
- ULLMANN WEALTH PARTNERS GROUP, LLC PART 2A BROCHURE (2025-07-16) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗