Bullock Capital Alliance provides investment supervisory services and manages investment advisory accounts. They also offer advice on financial planning, taxation issues, and trust accounting. Bullock Capital Alliance acts as a fiduciary, meaning they are legally required to act in your best interest. As a fee-only advisor, they do not receive commissions.
Assets Under Management$87M
Clients51
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$87M
Fee Structure
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are negotiable. Minimum quarterly fee is $1,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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