Bullseye does not impose a minimum level of assets for potential clients. 

We are happy to serve anyone who values our service.

Our Services Include:

  • Investment Management with the goal of capital growth
  • Investment Management with a goal to produce current income
  • Retirement Planning for investment management clients (no surcharge)
  • 2nd opinion portfolio reviews (up to 2 hours at no cost)
  • Financial planning engagements for non investment management clients at $150 per hour


Types of accounts

  • ​401K Rollovers
  • Traditional IRAs
  • Roth IRAs
  • Rollover IRAs
  • SIMPLE IRAs for small business or self employed individuals
  • SEP IRAs
  • Cash Balance Pension Plans
  • 401K plans for solo business owners, or small business
  • Profit sharing plans for small business
  • Education Savings Accounts
  • Individual Accounts
  • Joint Accounts
  • Transfer on Death Accounts
  • Trust brokerage accounts

All accounts held at TD Ameritrade Institutional