Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $20.0M | 0.25% |
| $20M+ | 0.25% |
Fee Estimator
Tull Financial Group's fees are based on a percentage of assets under management (AUM). The annual fee is 1.00% on the first $1 million, 0.75% on the next $1 million (from $1,000,001 to $2,000,000), 0.50% on the next $1 million (from $2,000,001 to $3,000,000), and 0.25% on the value exceeding $3 million (from $3,000,001 to $20,000,000). Fees are assessed quarterly in advance. Financial planning fees start at $2,000. Investment proposals start at $750 and retirement projections start at $1,500. Hourly rates range from $100 to $500. The minimum aggregate portfolio for a MAP client’s household of managed assets is $750,000, which may be waived at TFG’s discretion.
Areas of Practice
Advisor Information
Office location
555 Belaire Avenue, Suite 130, Chesapeake, VA, 23320
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Robert White TullRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Tull Financial Group, INC.
State Registrations2 states
Exams
Additional Information
We would welcome the opportunity to assist you with your financial planning and wealth management needs. Your initial visit is complimentary. We are a fee-only firm, with fees clearly quoted and agreed upon in advance.