Advisor at Ullmann Wealth Partners
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Ullmann Wealth Partners
Location
Jacksonville Beach, FL 32250
Credentials
Series 66
Industry experience
8 years
Carrie King is a financial advisor at Ullmann Wealth Partners with eight years of industry experience. She holds the Series 66 designation and has worked at Ullmann Wealth Partners since 2017, including its predecessor and affiliated entities. Prior to that, she was with Water Street Capital for nine years. Ullmann Wealth Partners Group provides wealth management and investment management services to individuals, high-net-worth clients, trusts, estates, retirement plans, and other entities. The firm follows a structured six-step process to develop diversified portfolios, incorporating tax-efficiency and utilizing external managers and institutional strategies.
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
2017 - 2021 (4 years)
Sagepoint Financial, Inc.
2017 - 2019 (2 years)
Unemployed
2017 - 2017 (1 year)
Water Street Capital
2008 - 2017 (9 years)
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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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