Derek B Soliz

Fulcrum Equity Management, LLC

13 Years of Experience

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Areas of Practice

Investment ManagementFinancial Planning & Coaching

Fulcrum Equity Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

4 advisors

Number of Clients

524 clients

Average Client Portfolio

$363K average

Assets Under Management

$190.0M

Fee Structure

Minimum Investment:$25K

Location

5465 Legacy Dr., Suite 650, Plano, TX, 75024

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Fulcrum Wealth Management

July 2015 - Present · 10 yrs 7 mos

Previous Registrations

Merrill Lynch, Pierce, Fenner & Smith Incorporated

December 2014 - July 2015 · 7 mos

Wfg Advisors, LP

January 2012 - December 2014 · 2 yrs 11 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.