BullRock Capital offers portfolio management tailored to individual client goals and risk tolerance. They also provide pension consulting services to employee benefit plans, including 401(k)s. Financial planning covers investment planning, insurance, tax concerns, retirement, college, and debt/credit planning. BullRock Capital generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, ETFs, treasury inflation protected/inflation linked bonds and commodities.
Assets Under Management$73M
Clients79
Advisors1
Avg. per Client$930K
Avg. per Advisor$73M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $6.0M | 0.50% |
| $6.0M - $7.0M | 0.40% |
| $7.0M - $8.0M | 0.30% |
| $8.0M - $9.0M | 0.20% |
| $9M+ | 0.10% |
Fees may be negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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