Paul Bullock
Paul Bullock is a registered investment advisor at Private Client Services, LLC, based in Bloomington, IN, with 36 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
121 E. 6th Street, Suite 2, Bloomington, IN, 47408
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Paul is the President/CEO of Bullock Wealth Management DBA Wellington Investment Advisors, providing management and advice to clients. He also owns and subleases real estate, sells insurance through various carriers including Crump Life Insurance, produces films, and oversees Wellington Yacht Charters LLC, dedicating minimal time to real estate and a few hours per week to insurance sales.
Employment History
Current Registrations
Private Client Services, LLCBroker
Wellington Investment Advisors
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Robert Thomas Securities, INCBroker
Prudential Securities IncorporatedBroker
A. G. Edwards & Sons, INC.Broker
State Registrations11 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.