William Bullington
William Bullington is a registered investment advisor at Bullington Capital Management, LLC, based in Akron, OH, with 25 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 425 clients with $81M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Advisory fee is negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Location
4040 Embassy Parkway, Suite 250, Akron, OH, 44333
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2004Customer Dispute
June 2004Other Business ActivitiesSells Insurance
William is an insurance agent.
Employment History
Current Registrations
Bullington Capital Management, LLC
Previous Registrations
Wachovia Securities, LLC
State Registrations2 states
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.