Tyler Pullen is a CFA-designated registered investment advisor at Pullen Investment Management, based in Bradenton, FL, with 13 years of industry experience. Tyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning. Their firm serves 90 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pullen Investment Management charges a percentage of your portfolio annually for investment management services. The exact fee is negotiable and will be specified in your client agreement. The annual fee can be up to 1.00% of your portfolio. For the Small Cap strategy only, clients with at least a $5 million allocation pay 0.30% annually until the strategy reaches $100 million in total assets. New clients with at least a $5 million allocation to the Small Cap strategy will be managed at a rate of 0.75% annually. There is a minimum account size of $300,000 and a minimum annual fee of $2,100, but these minimums may be waived.
Location
417 12th Street W, Suite 212, Bradenton, FL, 34205
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Pullen Investment Management
Previous Registrations
National Investment Services of America, LLC
National Investment Services, INC
Boyd Watterson Asset Management, LLC
Wood Asset Management LLC
Sovereign Advisers
State Registrations3 states
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