Advisor at Bullock Capital Alliance, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Bullock Capital Alliance, Inc.
Location
Colorado Springs, CO 80920
Credentials
Series 65
Industry experience
23 years
David Bullock is the principal advisor at Bullock Capital Alliance, Inc. in Colorado Springs, CO, holding a Series 65 designation with 23 years of industry experience. He has led Bullock Capital Alliance since 2002. Bullock Capital Alliance is an independent, fee-only fiduciary firm that provides investment supervisory and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm employs a core-and-satellite investment approach focusing on strategic asset allocation and manages accounts with discretionary authority following regular reviews.
Based on Bullock Capital Alliance, Inc.
Based on Bullock Capital Alliance, Inc.
$0 - $1,000,000: 0.80% annually $1,000,000 - $3,000,000: 0.70% annually $3,000,000 - $5,000,000: 0.60% annually $5,000,000 - $10,000,000: 0.50% annually $10,000,000+: 0.40% annually
$300 per hour for additional wealth management services
Account minimum: $1,000 per quarter Minimum fee: $1,000 per quarter (negotiable) Fee-only: Fee-only advisor, no commissions received
1880 Office Club Pointe
Colorado Springs, CO 80920
Colorado · Texas
Bullock Capital Alliance, Inc.
2002 - Present (24 years)
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Lawyer
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Real estate agent
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Other specialized services
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