Bullseye Investment Management provides ongoing active investment management on both a discretionary and non-discretionary basis. Founded in 2007 and led by Timothy R. Guthrie, the firm tailors portfolios to match each client's specific goals, time horizon, and risk tolerance through a customized Investment Policy Statement. Bullseye Investment Management primarily utilizes mutual funds, equities, bonds, exchange-traded funds, publicly traded real estate investment trusts, closed-end funds, unit investment trusts, and government securities. The firm does not use insurance products or private placements and emphasizes investments that can be liquidated on any business day. In addition to portfolio management, Bullseye Investment Management offers strategic business consulting services acting as an intermediary for bond issuers.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $100K | 1.75% |
| $100K - $250K | 1.60% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.90% |
Fees are negotiable for accounts over $5,000,000. Accounts are also subject to a $150 minimum annual fee and a $4 per month technology fee.