Lisa Fulco
Lisa Fulco is a CFP, ChFC-designated registered investment advisor at Allworth Financial, L.P., based in Bel Air, MD, with 27 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 26,325 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allworth Financial offers investment management services through a wrap fee program and a non-wrap fee program. You'll pay a percentage of your portfolio each quarter, billed in advance. The exact percentage depends on the type and amount of your investments. There's a $2,500 minimum annual fee. The maximum fee charged is 2.00%. The wrap fee covers advisory services and most trade execution fees. The non-wrap fee program covers advisory services, but does not include trade execution fees.
Location
2231 Old Emmorton Road, Bel Air, MD, 21015
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2006Employment Separation After Allegations
March 2000Other Business Activities
Lisa is a sole proprietor/owner and partner in Tip Top Investments, a real estate venture since 2017. She also serves as a board member for the Ma and Pa Heritage Trail Board and as Treasurer for Graham Equestrian Center, dedicating minimal time to each.
Employment History
Current Registrations
Allworth Financial, L.P.
Aw SecuritiesBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Triad Advisors, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Allstate Financial Services, LLCBroker
Banc of America Investment Services, INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
State Registrations16 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.