Bulwark Capital Corporation offers personalized investment advice and portfolio management services tailored to individual client needs. They work with families and individuals to invest their savings for retirement, income, or education. Bulwark also provides advisory consulting services on securities and non-securities related investments. They do not require a minimum dollar amount to open an account.
Assets Under Management$150M
Clients71
Advisors2
Avg. per Client$2.1M
Avg. per Advisor$74M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.65% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.55% |
Advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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