Christian Bulla
Christian Bulla is a registered investment advisor at Arete Wealth Advisors, LLC, based in Nashville, TN, with 6 years of industry experience. Christian 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. Their firm serves 5,426 clients with $2.7B 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 $249K | 3.00% |
| $249K - $750K | 2.50% |
| $750K - $1.5M | 2.00% |
| $1.5M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Fees are negotiable. A $50,000 initial minimum account balance is generally required, but may be waived.
Fee Estimator
Location
555 Marriott Drive, Suite 275, Nashville, TN, 37214
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2024Other Business Activities
Christian works as an Investment Advisor Representative with Arete Wealth Advisors, dedicating full-time hours to this role. He also works as an actor for Lifeway Christian Resources, spending minimal time on this non-investment related activity.
Employment History
Current Registrations
Arete Wealth Advisors, LLC
Arete Wealth Management, LLCBroker
Previous Registrations
Center Street Advisors, INC.
Center Street Securities, INC.Broker
State Registrations1 state
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.