Bullogic Wealth Management manages investment portfolios and provides financial planning services. Financial planning covers retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. Bullogic also offers tax preparation services through a separate entity. They primarily use passive investment management strategies.
Assets Under Management$14M
Clients63
Advisors2
Avg. per Client$220K
Avg. per Advisor$7.1M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.85% |
If the client is currently engaging in the financial planning services, Investment Management fees will be reduced to 0.50% on all assets. The annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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