Tull Financial Group, INC.
Assets Under Management
$311.7M
Number of Clients
301
Number of Advisors
3
Average Client AUM
$1.0M
AUM per Advisor
$103.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Tull Financial Group provides investment management and financial planning services. They work with clients to define financial goals and develop strategies, including cash flow management, tax planning, college planning, investment planning, insurance review, retirement planning, and estate planning.
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% |
Fees are negotiable.
Fee Estimator
Tull Financial Group charges fees based on a percentage of assets under management (AUM), hourly rates, and fixed fees. Financial planning fees start at $2,000. Investment proposals cost a minimum of $750, and retirement projections have a minimum cost of $1,500. Hourly rates range from $100 to $500. The AUM fees are listed in the table above. All fees are negotiable.
Areas of Practice
Location
555 Belaire Avenue, Suite 130, Chesapeake, VA, 23320-5205