Cullen Investment Group offers investment advice and financial planning to individuals, high-net-worth individuals, pension and profit sharing plans, foundations, and charities. They focus on mutual funds, fixed income, real estate funds, equities, ETFs, and other securities. Financial planning is included with portfolio management services. Cullen Investment Group acts as a fiduciary, putting client interests first.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.99% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.69% |
| $5M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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