Hull Wealth Management offers personalized investment management, financial planning, and retirement planning services for individuals, businesses, and trusts. Hull Wealth Management creates tailored portfolios using either a more active strategy or a long-term buy-and-hold approach, and can also select third-party professionally managed portfolios through specialized programs. Before starting, clients enter into a written agreement outlining the services. Hull Wealth Management helps clients with retirement planning, estate planning, charitable giving, education funding, tax strategies, and insurance analysis. The firm operates with discretionary authority, meaning they make day-to-day investment decisions on your behalf based on your goals and risk tolerance. Hull Wealth Management requires clients to keep their investments at a specific custodian, Fidelity Investments through National Financial Services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.45% |
| $1.0M - $2.0M | 1.30% |
| $2.0M - $3.0M | 1.15% |
| $3M+ | 1.00% |
Fees are not blended; the single applicable rate applies to the entire portfolio. Fees are negotiable in certain limited circumstances.