Cullen Investment Group offers personalized investment advisory services, including investment management and cash management. Investment management is offered to individuals, high-net-worth individuals, trusts, estates, charitable organizations, and other business entities. Cash management services are available to existing investment management clients. Cullen also provides 401(k) plan consulting services to employer-sponsored retirement plans.
Assets Under Management$800M
Clients550
Advisors6
Avg. per Client$1.4M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Fees negotiable for accounts over $20,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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