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How does ULLICO INVESTMENT ADVISORS, INC. help clients – Key Takeaways:
ULLICO INVESTMENT ADVISORS, INC. is a leading financial advisory firm that specializes in providing personalized and comprehensive financial planning services to clients. The firm works with individuals, businesses, and organizations, helping them make informed financial decisions to achieve their goals.
If you are seeking financial guidance and want to know how ULLICO INVESTMENT ADVISORS, INC. can help you, here are some key takeaways:
- Expert Guidance – The team of advisors at ULLICO INVESTMENT ADVISORS, INC. has extensive knowledge and experience in financial planning and investment management. They can provide expert guidance to help clients achieve their financial goals.
- Customized Solutions – ULLICO INVESTMENT ADVISORS, INC. understands that every client has unique financial needs, and their advisors work closely with each client to develop personalized financial plans that align with their goals and risk tolerance.
- Diverse Range of Services – ULLICO INVESTMENT ADVISORS, INC. offers a wide range of financial services, including retirement planning, investment management, tax planning, risk management, and more. This allows clients to have a holistic approach to their finances and make better-informed decisions.
Facts and Insights
Location: ULLICO INVESTMENT ADVISORS, INC. is headquartered in Washington, D.C.
Founded: The firm was founded in 1995.
Number of Advisors: ULLICO INVESTMENT ADVISORS, INC. has a team of over 100 financial advisors.
Assets Under Management: As of 2020, ULLICO INVESTMENT ADVISORS, INC. has over $19 billion in assets under management.
| Year End | Assets Under Management (in millions) |
|---|---|
| 2020 | $19,126 |
| 2019 | $18,216 |
| 2018 | $18,448 |
Financial Services Offered
ULLICO INVESTMENT ADVISORS, INC. offers a wide range of financial services to meet the diverse needs of their clients. Some of their main services include:
- Retirement planning and wealth management
- Investment management and asset allocation
- Tax planning and optimization strategies
- Estate and legacy planning
- Risk management and insurance solutions
- Business and corporate financial planning
Client Types
ULLICO INVESTMENT ADVISORS, INC. caters to a wide range of clients, including:
- Individuals and families
- Small business owners
- Corporate executives
- Non-profit organizations
- Public and private companies
- Government entities
Fees & Compensation
ULLICO INVESTMENT ADVISORS, INC. charges fees based on a percentage of assets under management, typically ranging from 1% to 2% for their wealth management services. For financial planning and other services, they may charge an hourly or flat fee. They are a fee-only firm, which means they do not earn any commissions or other forms of compensation from the products or services they recommend.
Background
ULLICO INVESTMENT ADVISORS, INC. has been in the financial industry for over 25 years, providing top-notch financial guidance and services to clients. The firm is a subsidiary of Union Labor Life Insurance Company (ULLICO), a leading insurance