Hulsey Capital Management provides investment advice to families and their related entities, including companies, trusts, and charities. Hulsey Capital Management assesses a client’s objectives and risk tolerance to provide advice regarding asset allocation and the selection, acquisition, retention, and disposal of securities. Hulsey Capital Management attempts to obtain a detailed overview of each client’s financial situation and tailor their services to meet the individual needs of each client.
Fee Structure
Hulsey Capital Management's fees are based on the value of your portfolio. The fees range from 0.50% to 1% of the portfolio's value. The fees may be negotiable based on the size and complexity of the account. For non-retirement accounts, fees can also be based on the type of asset: 1% for equity investments, 0.50% for fixed income, and 0% for cash or money market funds.