Tull Financial Group provides investment management and financial planning services to individuals, families, and their related trusts and family businesses. Tull Financial helps clients define their financial goals and develop strategies to reach them, including cash flow management, tax planning, college planning, investment planning, insurance review, retirement planning, and estate planning. They may recommend other professionals like lawyers or accountants at the client's request.
Assets Under Management$310M
Clients301
Advisors3
Avg. per Client$1M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$750K
Planning is included in investment management (also available separately)
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% |
| $3.0M - $20.0M | 0.25% |
| $20M+ | 0.25% |
All fees are negotiable at the sole discretion of Tull Financial Group. In some circumstances, related family assets are aggregated for calculating fee breakpoints.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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