Hull Wealth Management offers investment management based on your goals and risk tolerance. They monitor your portfolio and may actively trade some accounts. They also offer financial planning covering investments, retirement, estate, taxes, and insurance. Hull Wealth Management may recommend other professionals like attorneys or accountants, but you're not obligated to use them. They may also recommend rolling over retirement plan assets, which creates a conflict of interest.
Assets Under Management$140M
Clients202
Advisors1
Avg. per Client$690K
Avg. per Advisor$140M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.45% |
| $1.0M - $2.0M | 1.30% |
| $2.0M - $3.0M | 1.15% |
| $3M+ | 1.00% |
Fees are negotiable in certain limited circumstances. Strategic Allocation service has higher fees than Basic Asset Allocation service.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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