Bulman Wealth Group offers personalized investment management and portfolio oversight to individuals, high net worth individuals, corporations, trusts, estates, charities, and retirement plans. Bulman Wealth Group works closely with clients to understand their financial goals, time horizons, risk tolerance, and cash flow needs, primarily managing accounts on a discretionary basis. Rather than managing all portfolios directly, Bulman Wealth Group frequently utilizes third-party money managers and sub-advisors, such as Foundations Investment Advisors and Brookstone Capital Management, to execute specific investment models and strategies while maintaining the primary client relationship. In addition to investment management, Bulman Wealth Group assists clients with estate planning coordination, reviewing existing plans, gathering information, and providing flat-fee document preparation services for trusts, powers of attorney, and plan amendments. The firm's professionals also offer insurance products through affiliated agencies, creating potential conflicts of interest regarding commission-based sales and rollover recommendations. Bulman Wealth Group emphasizes comprehensive client consultations, ongoing account monitoring, and risk management across various security types including equities, fixed income, exchange-traded funds, mutual funds, and alternative investments.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.45% |
| $1M+ | 1.40% |
Fees vary based on the sub-advisor or third-party money manager selected. All fees are negotiable.