Bultman Investment Management (BIM) offers ongoing investment portfolio management tailored to each client's needs. BIM primarily uses mutual funds, exchange traded funds (ETFs), and fixed income securities. BIM offers both nondiscretionary (client approval needed for each trade) and discretionary accounts. Clients receive quarterly reports and can contact their portfolio manager anytime. BIM does not provide financial planning services.
Assets Under Management$41M
Clients76
Advisors1
Avg. per Client$540K
Avg. per Advisor$41M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees may be negotiable. Clients who signed advisory agreements prior to January 1, 2016 are paying fees based on a previous fee schedule which may result in clients receiving the same services for different fees.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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