Derek Soliz is a registered investment advisor at Fulcrum Wealth Management, based in Plano, TX, with 14 years of industry experience. Derek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 487 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fulcrum Equity Management charges up to 1.50% of your portfolio annually for investment management services. The fee can be billed monthly in advance or quarterly in arrears. The advisory fee is negotiable depending on your individual circumstances.
Location
5465 Legacy Dr., Suite 650, Plano, TX, 75024
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Fulcrum Wealth Management
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Wfg Advisors, LP
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.