Bull Market Strategies is an investment advisory firm founded in September 2025 and based in Westwood, New Jersey. The firm provides ongoing portfolio management and standalone financial planning services tailored to each client's specific goals, risk tolerance, and time horizon. Investment management services cover asset allocation, security selection, and regular portfolio monitoring across mutual funds, exchange-traded funds, equities, fixed income securities, and alternative investments. Financial planning addresses retirement, tax concerns, insurance needs, college savings, and debt management. Bull Market Strategies operates with discretionary trading authority for investment portfolios and acts in the best interest of clients under applicable federal standards.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual portfolio management fees range from 0.30% to 1.50% based on asset value and service complexity. Fees are negotiable.