Bullington Capital Management is a registered investment adviser based in Akron, Ohio, providing discretionary portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations since 2004. The firm tailors its investment advice to meet each client's specific financial objectives, risk tolerance, and time horizon. Bullington Capital Management primarily invests in equity securities, mutual funds, exchange-traded funds, and fee-based annuities, while also accommodating restrictions on specific securities. The firm manages assets on a discretionary basis, meaning it makes investment decisions and executes trades without needing client approval prior to each transaction. In addition to investment management, certain associated persons are licensed insurance agents who may offer insurance products for a separate commission, creating a conflict of interest. Bullington Capital Management requires a minimum investment of $100,000 to open and maintain an advisory account, though this minimum may be waived at the firm's discretion.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable depending on individual client circumstances. Family accounts may be combined for breakpoint discounts.