TULA Investment Group provides investment management and financial advisory services to individuals and families, and other entities for whom its investment strategies are suitable. TULA's mission is to put clients first, take a simple approach to investing, and stay consistent with its investment principles.
Assets Under Management$26M
Clients21
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$26M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
In addition to the management fee, there is a 10% performance fee applied to the mark-to-market profit, paid annually, subject to a high-water mark. All fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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