Darryl Bull
Darryl Bull is a registered investment advisor at Portfolio Medics, LLC, based in Bonita Springs, FL, with 34 years of industry experience. Darryl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 3,702 clients with $550M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio Medics manages investments through several strategies, each with its own fee:
- Advisor Managed Portfolios (AMP): Up to $10 million, 2.60% per year. Fees are negotiable above $10 million.
- Diversified Fund Allocation (DFA): Up to $10 million, 1.00% per year. Fees are negotiable above $10 million.
- Market Trend Strategy (MTS): Up to $10 million, 1.50% per year. Fees are negotiable above $10 million.
Fees are based on the value of your investments and are paid quarterly.
Location
27499 Riverview Center Blvd, Suite 406, Bonita Springs, FL, 34134
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
August 2010Other Business ActivitiesSells Insurance
Darryl is an independent insurance agent through First Down Financial Group and Bull Financial Group, selling insurance products including annuities. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Portfolio Medics, LLC
Previous Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Variable Investment Advisors, INC.Broker
Cco Investment Services CORP.
Cco Investment Services CORP.Broker
Allstate Financial Services, LLCBroker
The O.N. Equity Sales CompanyBroker
Princor Financial Services CorporationBroker
Fsc Securities CorporationBroker
Capital Analysts, IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.