Cullinan Associates manages client accounts individually, focusing on large-cap common stocks and covered call option writing. They participate in wrap fee programs. Cullinan has the authority to negotiate fees, minimum account sizes, and other terms with clients individually. The firm manages accounts on a fully discretionary basis.
Assets Under Management$1.5B
Clients632
Advisors4
Avg. per Client$2.3M
Avg. per Advisor$370M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.65% |
DividendWriting accounts: not more than 0.65% of market value. OverWriting accounts: not more than 0.50% of market value. IndexPlus accounts; not more than 0.40% of market value. Fees for account values above $5,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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