Bullseye Asset Management LLC

Fee-Only (% of Portfolio)

Bullseye Asset Management offers investment management services to individuals, institutional clients, and privately offered limited partnerships. They use fundamental research to find investments, offering both long-only and long/short strategies, primarily in small and mid-cap equities. Bullseye may also invest in other financial instruments. They tailor advice to individual client needs, and clients can restrict investments in certain securities. Bullseye also manages investment pools and offers model portfolios to other financial institutions.

Assets Under Management$210M
Clients1
Advisors2
Avg. per Client$210M
Avg. per Advisor$100M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

Bullseye Asset Management charges a percentage of your portfolio for investment management.

For long-only strategies, the fee ranges from 0.60% to 1.0% per year, depending on the size of your account. This fee is negotiable.

For long/short strategies, the investment management fee is 2% per year. There is also a performance-based incentive allocation of 20% of net new profits.

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Location

2 Advisors at this firm