Bullseye Investment Management offers ongoing investment management services, creating custom investment plans based on client goals and risk tolerance. They also provide strategic business consulting services, acting as an intermediary for bond issuers. Bullseye generally limits its investment management to mutual funds, equities, bonds, and ETFs.
Assets Under Management$190M
Clients1,302
Advisors4
Avg. per Client$150K
Avg. per Advisor$48M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$150
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $100K | 1.75% |
| $100K - $250K | 1.60% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.90% |
Fees are negotiable for accounts over $5,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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