BULTMAN INVESTMENT MANAGEMENT, INC.
BULTMAN INVESTMENT MANAGEMENT, INC. is a respected financial advisory firm that provides comprehensive financial planning and investment management services to individuals, families, and businesses. Founded in 2005, the firm has successfully grown its client base and assets under management (AUM) by delivering personalized and tailored solutions to meet each client’s unique financial needs.
How does the advisor help clients – Key Takeaways:
- Provides comprehensive financial planning and investment management services
- Tailors solutions to meet each client’s unique financial goals
- Focused on building long-term relationships with clients
- Utilizes a disciplined and strategic approach to investment management
- Offers a wide range of financial services to meet the needs of different clients
- Transparent about fees and compensation structures
Facts and Insights
BULTMAN INVESTMENT MANAGEMENT, INC. has consistently been ranked highly among the top financial advisory firms in the country. The firm has also been recognized for its strong commitment to transparency, fiduciary responsibility, and putting clients’ best interests first. Below are some key facts and insights about the firm:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 16 years |
*Note: The AUM and number of advisors are publicly available numbers as of 2021.
Financial Services Offered
BULTMAN INVESTMENT MANAGEMENT, INC. offers a wide range of financial services to meet the diverse needs of its clients. These include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Risk management and insurance planning
- Education planning
- Charitable planning
Client Types
The firm’s client base consists of individuals, families, and businesses who are looking for expert financial guidance and advice. Their clients come from various backgrounds and professions, and the firm takes pride in serving a diverse group of clients.
Fees & Compensation
BULTMAN INVESTMENT MANAGEMENT, INC. operates on a fee-only structure, which means they do not receive commissions or compensation from the products or services they recommend. This aligns their interests with their clients’ and ensures that their advice is objective and unbiased. Their fees are transparent, and they do not charge a percentage of assets under management. The firm works on a flat fee or an hourly rate, depending on the nature of the services provided.
Background
The founder and principal of BULTMAN INVESTMENT MANAGEMENT, INC., John Bultman, has over 25 years of experience in the financial industry. He holds a CFP® certification and is dedicated to helping clients achieve their financial goals through disciplined and strategic investment management. The team at BULTMAN INVESTMENT MANAGEMENT, INC. comprises experienced financial professionals who are committed to delivering personalized and quality services to their clients.
Financial Advisor Disclosures to Know
As part of its commitment to transparency, BULTMAN INVESTMENT MANAGEMENT, INC. discloses any conflicts of interest and potential risks to clients through the firm’s Form ADV. The firm also has a strict code of ethics and professional standards that all advisors must adhere to, ensuring a high level of integrity and trust in their relationships with clients.