Michelle Mathieu is a CFA-designated registered investment advisor at Fulcrum Capital, LLC, based in Seattle, WA, with 24 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 329 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.40% |
Fees for amounts above $25,000,000 are negotiable. The firm assesses a minimum annual fee of $20,000 per relationship.
Fee Estimator
Location
1111 3rd Avenue, Suite 1880, Seattle, WA, 98101
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Fulcrum Capital, LLC
Previous Registrations
The Rainier Group, INC.
Perkins Coie Capital Management
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Taylor Bohot, CFPFulcrum Capital, LLC
- Hans Krippaehne, CFAFulcrum Capital, LLC
- Kathryn Fisher, CFPFulcrum Capital, LLC
- Lev Marcus, CFAFulcrum Capital, LLC
- David Limoges, CFPFulcrum Capital, LLC
- Janet Welcher, CFPFulcrum Capital, LLC