At Bull Financial, we are dedicated to helping our clients achieve their financial goals. With our competitive cost advantage, we provide top-notch portfolio management and custom planning services. We are committed to creating successful tax-efficient futures for our clients.

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Our fee structure is an all-encompassing fee based on the amount of assets under management so that for us to increase our revenue, your accounts must also increase.

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For example, other firms could be charging an advisor fee of 1.5% of the assets under management, another 1% for a third-party manager or fund manager to actively trade and manage the portfolio, and possibly another $500-$1000 a year for an updated financial plan that does not even include tax planning.
Our in-house managed portfolios combined with our tax-efficient planning creates a considerable value for our clients.