Brandon Bullock
Brandon Bullock is a registered investment advisor at Lincoln Douglas Investments, LLC, based in Mt. Vernon, OH, with 21 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 124 clients with $98M 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 | 2.75% |
| $250K - $500K | 2.50% |
| $500K - $1.0M | 2.25% |
| $1.0M - $2.5M | 2.00% |
| $2.5M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.25% |
Fees are negotiable on a case-by-case basis. There is a $90 annual minimum fee. LDI advisor programs also have a $15 charge per transaction.
Fee Estimator
Location
1051 Newark Rd, Mt. Vernon, OH, 43050
Get directionsHistory
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
Brandon is a sales agent for property and casualty, life, and health insurance, dedicating minimal time to this activity. This activity is not investment-related.
Employment History
Current Registrations
Lincoln Douglas Investments, LLC
Lincoln Douglas Investments, LLCBroker
Previous Registrations
Wunderlich Securities, INC.Broker
Wunderlich Securities, INC.
Capital Securities of America, INC.
Capital Securities of America, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
Firstmerit Securities, INC.Broker
Nylife Securities INC.Broker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.