Advisor at Ullmann Wealth Partners
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Firm
Ullmann Wealth Partners
Location
Jacksonville Beach, FL 32250
Credentials
Series 63, Series 66
Industry experience
11 years
Brian James is a financial advisor at Ullmann Wealth Partners with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ullmann Wealth Partners and Sagepoint Financial, Inc. Since May 2024, he serves as Director of Investments on the Baptist Health Systems Investment Committee, reviewing investment options for the hospital system. Ullmann Wealth Partners Group provides wealth and investment management services to individuals, high-net-worth clients, trusts, estates, retirement plans, and other entities. The firm follows a structured six-step “360 Financial Discipline” process to develop diversified portfolios emphasizing mutual funds, ETFs, and Modern Portfolio Theory, and offers specialized services including divorce advisory and educational workshops.
Based on Ullmann Wealth Partners
Based on Ullmann Wealth Partners
One-time project fees for initial strategic investment plans, negotiable fixed fees for consulting services
$0 - $2,000,000: 1.2% $2,000,000 - $5,000,000: 1.15% $5,000,000 - $7,000,000: 1.00% $7,000,000 - $10,000,000: 0.90% $10,000,000 - $15,000,000: 0.80% $15,000,000 - $25,000,000: 0.70% $25,000,000 - $50,000,000: 0.60% $50,000,000+: 0.50%
$500 per hour for consulting services
Minimum fee: Annual minimum fee ranges from $2,500 to $40,000 depending on asset size Fee-only: Consulting services at $500 per hour; fixed fees negotiable case-by-case
1540 The Greens Way
Jacksonville Beach, FL 32250
Florida
Ullmann Wealth Partners Group, LLC
2022 - Present (4 years)
Ullmann Wealth Partners
2016 - 2021 (5 years)
Sagepoint Financial, Inc.
2016 - 2018 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Verified by Warmer
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