Darryl Bull
Darryl Bull is a registered investment advisor at Portfolio Medics, LLC, based in Morgantown, PA, with 35 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, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 2,929 clients with $780M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 2.60% |
| $10M+ | 2.60% |
Rates vary by investment strategy: Advisor Managed Portfolios charge 2.60%, Market Trend Strategy charges 1.50%, and Diversified Fund Allocation portfolios charge 1.00% for assets up to $10,000,000. Fees are negotiable for amounts over $10,000,000.
Fee Estimator
Location
Morgantown, PA
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.