Tull Financial Group is a registered investment advisor based in Chesapeake, Virginia, that has been serving clients since 1992. Tull Financial Group offers comprehensive investment management, financial planning, and retirement plan support for small and large businesses. The firm builds customized portfolios using tactical asset allocation, blending passively managed index funds, exchange-traded funds, individual bonds, and dividend-paying stocks. Tull Financial Group works closely with individuals, families, trusts, and business owners to help them navigate retirement, tax strategies, cash flow management, estate planning, and insurance needs. The firm operates as a fee-only advisor, meaning compensation comes exclusively from client fees without commissions on financial products.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
Fees are assessed quarterly in advance. Related family assets may be aggregated to reach lower breakpoints. All fees are negotiable at Tull Financial Group's discretion.