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At John G. Ullman & Associates, our fee primarily depends on the assets we actively manage for you, reflecting our thorough, comprehensive approach to wealth management and financial planning. Starting with a minimum of $250,000 of your assets under our discretionary management, this fee structure grants access to our team, enabling us to serve you with maximum effectiveness and efficiency.
Our fee-based approach allows us to be fully committed and client-focused, actively managing all your financial planning and investment needs for you and your family.
As a neutral resource, we don’t push products or require you to use specific outside sources. We won’t ask you to replace services with which you are satisfied. Our proactive role is to work with all of your external agents to help coordinate efforts so that they are acting in your best interest.
What sets John G. Ullman & Associates apart is our commitment to exceeding expectations for our clients. With the confidential, personal nature of our relationships, we naturally become trusted resources. When you become a client, our services are not just available for you to enjoy, but we also will be available to help your children and grandchildren with questions or issues that come up in their life. That’s because we understand financial management and investing is not about one person, but about the ones that mean the most.
Trust is paramount to our success, making strict confidentiality a top priority. The deeply personal nature of the information we handle fosters relationships with clients built on the understanding that all acquired information and the existence of these relationships remain confidential. Your family’s information is never shared, and if family members utilize our services through your connection, individual information is never discussed without permission.
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