DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Robert Stone
Bullseye Investment Management
4100 Executive Park Dr, Suite 210
Cincinnati, OH 45241
502-919-4317
About Bullseye Investment Management
For more than 23 years, Bullseye has guided successful individuals and families with strategies built on clarity, discipline, and fiduciary care. Founded with one purpose, to provide truly independent advice free from commissions or product sales. That mission continues to define us today. We currently operate 8 offices across 3 states (Ohio, West Virginia, & Kentucky), serve clients nationwide and internationally.
Offices in Louisville, Bardstown & Florence, KY. Huntington and Hurricane, WV.
See Disclosures
General Information
Firm Start Year
2002
No. of Employees
5-9
CRD#
7169133
Firm CRD#
145158
Name of Custodial Firm
Axos Advisor Service
Years of Experience in Financial Services
6
Number of Years with Current Firm
6
Work Experience
Drug Emporium, 1990-1993 Columbia HCA Hospital, 1993-1997 University of Louisville Hospital, 1997-1998 Jewish Hospital, KentuckyOne Health, 1998-2019 Bullseye Investment Management, Senior Investment Advisor, Partner 2019-Present
Work with the following types of clients
Businesses, Investment Clubs, Non-Profit Organizations, Individual Investors
Advisory Services Provided
Investment Advice & Management, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Money Management, Risk Management, Education Funding and Planning, Wealth Management
Services
Investment Types
Exchange Traded Funds (ETFs), Stocks, Bonds, Mutual Funds
Can meet clients in the following ways
Our Offices, Your Home, Our Office, Phone, Email, Your Office, Video Conference
Compliance
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Securities Licenses
Series 65
Firm Information
Assets Managed by Firm
213,646,725
Advisor's Number of Clients
205
Advisor's Number of Managed Clients
205
Advisor's Number of Planning Clients
205
Assets Managed by Advisor
$51,000,000
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$250,000
Compensation Methods
Based on Assets
Fee % Based on Assets
See Below
Additional Details on Charges
Total Asset Under Management Annual Fee $250,000-$500,000 1.5% $500,000-$1,000,000 1.25% $1,000,000-$2,000,000 1.1% $3,000,000-$5,000,000 0.90% $5,000,000 + negotiated **** We apply simple FLAT, NON-TIERED asset based pricing. .**** Stated fees are applied to all assets in each and every account in the client family. *ALL FEES ARE NEGOTIABLE
Education
BS Pharm - Pharmacy
Kentucky
1985 -1990
BS Pharm - Pharmacy
Kentucky
1985 -1990
Disclosures
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Additional Detailed Disclosures
https://www.financialadvisor.net/disclosure/1893216/financialadvisor-Bullseye-Investment-Management-detailed-disclosure.html