Pulliam Family Office offers investment management on a discretionary or non-discretionary basis, financial planning, and family office services. Investment management includes bond portfolio management, tax-efficient investing, private investment programs, active portfolio management, and risk management. Financial planning covers goal setting, impact planning, philanthropy, and coordination with other advisors. Family office services include wealth transfer, entity advisory, risk management, cash flow planning, asset acquisition, charitable consulting, entity accounting, and family meetings.
Assets Under ManagementN/A
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$5M
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.90% |
| $10.0M - $25.0M | 0.85% |
| $25.0M - $50.0M | 0.80% |
| $50.0M - $100.0M | 0.75% |
| $100M+ | 0.55% |
Fees are charged on cash being managed, but not on assets in private investments. The fee schedule is a breakpoint fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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