Di Thigpen-Shankles is a registered investment advisor at Fulcrum Capital, LLC, based in Seattle, WA, with 17 years of industry experience. Di operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 251 clients with $980M 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 negotiable for accounts above $25,000,000. Minimum annual fee of $20,000.
Fee Estimator
Location
800 Fifth Avenue, Suite 3800, Seattle, WA, 98104
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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
Viridian RIA, LLC
Russell Investments
Russell Investments Financial Services, LLCBroker
Ameriprise Financial Services, INC.Broker
Mutual of America Life Insurance CompanyBroker
Invesco Aim Distributors, INC.Broker
State Registrations1 state
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.