Bulletproof Capital, LLC operates as a family office based in Chicago, offering a comprehensive suite of wealth management services tailored to a select group of ultra-high net worth families. The services include tax planning, philanthropic management, estate planning, financial planning, bill pay, and investment management spanning public markets, private funds, and direct investments. Bulletproof Capital tailors its advisory services to meet each client's individual needs and financial profile, allowing reasonable restrictions on securities. The firm manages assets across stocks, bonds, mutual funds, exchange-traded funds, precious metals, private funds, structured notes, cryptocurrency, and direct private investments, occasionally engaging unaffiliated third-party managers for separately managed accounts. Additionally, Bulletproof Capital manages certain pooled investment vehicles for its principal owner and family trusts, performs due diligence on unaffiliated private investment funds, and manages held-away accounts at independent custodians in coordination with primary accounts. Bulletproof Capital also operates under the brand A2B Ventures for early-stage direct investing. The firm does not provide legal, accounting, or tax preparation services.
Fee Structure
Bulletproof Capital charges advisory fees via fixed fees as outlined in individual management agreements. Fees are negotiable, and the firm charges performance-based fees on certain accounts. Clients are also responsible for external investment expenses, such as brokerage commissions, transaction fees, custodian charges, and fees of third-party managers or underlying funds.