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Brett Taylor Ulsh

Saturna Capital Corp.

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About Brett Taylor Ulsh

Brett Taylor Ulsh is a financial advisor with Saturna Capital Corp., registered with the state of Washington. Brett has been in the industry since July 2019. Brett has been with Saturna Capital Corp. since October 2019. Brett specializes in portfolio management for individuals, investment companies, and pooled investment vehicles. Brett also provides financial planning services.

Firm Information

Brett Ulsh is currently registered with Saturna Capital Corp.. Saturna Capital Corp. is an investment advisor based in BELLINGHAM, WA. They manage $8,394,714,767 in assets for 111 clients, primarily investment companies, charitable organizations, and high-net-worth individuals. They offer financial planning, pension consulting, and portfolio management for individuals, investment companies, and pooled investment vehicles. They also participate in wrap fee programs.
Saturna Capital Corp.

1300 N STATE ST.

BELLINGHAM, WA 98225-4730

$8.39B

Assets Under Management

26

Total Clients

29

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Brett Ulsh’s Registration & Firm History

WA

11/25/2022 - Present

Saturna Capital Corp. (BELLINGHAM WA)

AZ

07/01/2019 - 09/17/2019

CHARLES SCHWAB & CO., INC. (Phoenix AZ)

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Licenses & Designations

BOTH

Issued 05/17/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/24/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/01/2019

Series 7TO - General Securities Representative Examination

BC

Issued 05/06/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brett Taylor Ulsh.
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