Lev Marcus is a CFA-designated registered investment advisor at Fulcrum Capital, LLC, based in Seattle, WA. Lev operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 329 clients with $1.1B 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 $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 for amounts above $25,000,000 are negotiable. The firm assesses a minimum annual fee of $20,000 per relationship.
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
State Registrations1 state
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Exams
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