Frank Bullinger
Frank Bullinger is a registered investment advisor at Titleist Asset Management, LLC, based in Witchita Falls, TX, with 24 years of industry experience. Frank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,652 clients with $2.4B 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 $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees may be negotiable. If Shorebird’s model portfolios are utilized, there is an additional 0.15% model manager fee.
Fee Estimator
Location
2949 Southwest Pkwy, Suite B, Witchita Falls, TX, 76308
Get directionsHistory
Regulatory History (1)
Criminal
May 2020Other Business Activities
Frank owns real estate in Wichita, TX, since 2010, spending minimal time on it. He also serves on the boards of St Michaels Cemetery Association, Clay County Outreach, Our Lady Queen of Peace Catholic Church, and Holliday Education Foundation, dedicating minimal time to each.
Employment History
Current Registrations
Titleist Asset Management, LLC
Titleist Capital, LLC
Titleist Capital, LLCBroker
Previous Registrations
Prospera Financial Services, INC.
Prospera Financial Services, INC.Broker
Prospera Financial Services, INC.
Edward Jones
Edward JonesBroker
State Registrations9 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.