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, 23320-5205
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