Hull Wealth Management is a registered investment advisor based in Liberty Lake, Washington, founded and operated by Brian S. Hull, a Certified Public Accountant. The firm provides comprehensive wealth management services tailored to individuals, families, and small business owners, with a particular focus on clients who have investable assets between $2 million and $6 million. Services include ongoing portfolio management utilizing low-cost index funds and exchange-traded funds, written financial planning covering retirement cash flow, education funding, estate planning, and risk management. Additionally, the firm integrates proactive tax planning and annual tax return preparation as a core component of its offering, along with performance analysis for personal and real estate investments. Hull Wealth Management operates on a tiered flat-fee model based on household assets, maintaining a fiduciary commitment to act in clients' best interests.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.50% |
| $500K - $1.0M | 0.50% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $6.0M | 0.50% |
| $6M+ | 0.50% |
Fees are expressed as a flat dollar amount calculated using an effective rate of approximately 0.50% based on household assets. Fees for assets over $6 million are negotiable between 0.45% and 0.50%. Minimum annual fee is $2,500.