Bull Street Advisors

Bull Street Advisors, LLC is an SEC-registered investment advisor established in April 2019 by Mark I Allen. The firm offers discretionary investment management services to various clients, including individuals, high net worth individuals, pension and profit-sharing plans, charitable institutions, and corporations. They also provide customized financial planning advice covering areas such as retirement, education, estate planning, and business succession planning. The firm's investment approach involves analyzing clients' financial situations and goals to create tailored portfolios that reflect individual needs and preferences. Bull Street Advisors charges fees based on a percentage of assets under management, typically 1.00% on the first $2,000,000, with a minimum annual fee of $2,000. Clients are billed quarterly in advance based on the account value. The firm does not charge performance-based fees or engage in side-by-side management. Bull Street Advisors emphasizes a balanced portfolio approach, allocating assets among stocks, bonds, and cash reserves based on client objectives. The firm's investment strategies range from aggressive to conservative, focusing on growth at a reasonable price for equities and capital preservation for fixed income investments. Clients should be prepared for the risk of loss associated with investing, including market, inflation, currency, liquidity, and other economic risks. Bull Street Advisors operates as a fiduciary, acting in the best interests of clients and complying with ERISA regulations. The firm does not have any referral arrangements and maintains clients' assets with a qualified custodian. Clients receive account statements directly from the custodian and have the option to authorize fee deductions from their custodial accounts. Bull Street Advisors has discretionary management authority, allowing them to make investment decisions on behalf of clients, with clients having the option to place reasonable limitations on this authority. The firm does not vote client securities proxies but encourages clients to review and compare account statements received from the custodian and the firm.