Caitlin Frederick
Investment Adviser Representative at ULLMANN WEALTH PARTNERS
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Caitlin Frederick has worked in the securities industry since 2020. They are registered to provide investment advisory services in Florida.
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| Up to $2,000,000 | 1.20% |
| $2,000,000 to $5,000,000 | 1.15% |
| $5,000,000 to $7,000,000 | 1.00% |
| $7,000,000 to $10,000,000 | 0.90% |
| $10,000,000 to $15,000,000 | 0.80% |
| $15,000,000 to $25,000,000 | 0.70% |
| $25,000,000 to $50,000,000 | 0.60% |
| $50,000,000+ | 0.50% |
Ullmann Wealth Partners Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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