Assets Under Management
$311.7M
Number of Clients
301
Number of Advisors
3
Average Client AUM
$1.0M
AUM per Advisor
$103.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Tull Financial Group provides investment management and financial planning services. They work with clients to define financial goals and develop strategies, including cash flow management, tax planning, college planning, investment planning, insurance review, retirement planning, and estate planning. Hourly services are also available.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $20.0M | 0.25% |
| $20M+ | 0.25% |
555 Belaire Avenue, Suite 130, Chesapeake, VA, 23320-5205