Bullseye Investment Group

Fee-Only (% of Portfolio)

Bullseye IG LLC offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. Bullseye IG LLC creates an Investment Policy Statement for each client. Bullseye IG LLC generally limits its investment advice to equities, although Bullseye IG LLC primarily recommends US public equities. Bullseye IG LLC requires authority to make trades without asking first.

Assets Under Management$56M
Clients89
Advisors1
Avg. per Client$630K
Avg. per Advisor$56M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Location

1 Advisors at this firm

Bullseye Investment Group | TrueAdvisor