Hulsey Capital Management offers customized wealth management services, combining discretionary investment management with comprehensive financial planning. Hulsey Capital Management works closely with each client to understand their goals, risk tolerance, and financial situation before constructing a personalized portfolio primarily using individual stocks, bonds, and exchange-traded funds. The firm's investment strategy focuses on long-term growth, though positions may be adjusted as needed. In addition to managing investments, Hulsey Capital Management provides financial planning that covers retirement, personal savings, education savings, and insurance needs. Hulsey Capital Management generally does not impose a minimum account size, welcoming individuals, high net worth individuals, trusts, estates, charitable organizations, and businesses.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees range from 0.50% to 1.00% annually based on asset type: equity securities are billed at 1.00%, fixed income at 0.50%, and cash is not assessed a fee. Retirement accounts are billed up to 1.00%. Fees may be negotiable at the firm's discretion.