Michelle Fulcher is a registered investment advisor at Verus Capital Partners, LLC, based in South Boston, VA, with 11 years of industry experience. Michelle 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 4,040 clients with $2.1B 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 $500K | 2.50% |
| $500K+ | 2.00% |
Fees may be negotiable.
Fee Estimator
Location
1016 Charles Street, South Boston, VA, 24592
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michelle operates under the DBA Kenneth M Perkins Wealth for her LPL business and provides administrative support to Verus Capital Partners, LLC, an independent investment advisor firm, dedicating about a quarter of her time to each. She also works at Black Walnut Baptist Church and is a notary, spending minimal time on each.
Employment History
Current Registrations
Verus Capital Partners, LLC
Previous Registrations
LPL Financial LLCBroker
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations1 state
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