Pullen Investment Management (PIM) offers ongoing investment management based on your financial situation and goals. PIM also provides financial planning services, including consultations and written plans. PIM manages investments for other clients and may give different advice. PIM's services are tailored to individual needs, allowing clients to impose reasonable restrictions on their accounts.
Fee Structure
Pullen Investment Management charges a percentage of your portfolio annually for investment management services. The exact fee is negotiable and will be specified in your client agreement. The annual fee can be up to 1.00% of your portfolio. For the Small Cap strategy only, clients with at least a $5 million allocation pay 0.30% annually until the strategy reaches $100 million in total assets. New clients with at least a $5 million allocation to the Small Cap strategy will be managed at a rate of 0.75% annually. There is a minimum account size of $300,000 and a minimum annual fee of $2,100, but these minimums may be waived.