Bullington Capital Management, LLC

Fee-Only (% of Portfolio)

Bullington Capital Management, based in Akron, Ohio, offers investment advice and manages investment portfolios for individuals, families, and businesses. Bullington Capital Management works with clients to determine their investment goals and risk tolerance, then creates a customized investment strategy. Bullington Capital Management monitors portfolios and rebalances them as needed.

Assets Under Management$81M
Clients425
Advisors3
Avg. per Client$190K
Avg. per Advisor$27M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.00%
$1M+0.75%

Advisory fee is negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.

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Location

3 Advisors at this firm

Bullington Capital Management, LLC | TrueAdvisor