Michael Rose is a registered investment advisor at Fulcrum Wealth Advisors, LLC, based in Bellevue, WA, with 50 years of industry experience. Michael 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, Tax Planning. Their firm serves 143 clients with $210M 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 | 1.25% |
| $2.0M - $5.0M | 1.10% |
| $5.0M - $15.0M | 1.00% |
| $15M+ | 1.00% |
Fees negotiable for accounts over $15,000,001.
Fee Estimator
Location
10940 NE 33rd Place, Suite 210, Bellevue, WA, 98004
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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 →Other Business Activities
Michael is the owner and investment advisor representative of Fulcrum Wealth Advisors, LLC, an outside RIA, dedicating full-time hours to it. He also acts as a consultant/advisor to the owner of Castle Builders, a construction business, spending minimal time on this activity.
Employment History
Current Registrations
Fulcrum Wealth Advisors, LLC
Previous Registrations
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Oppenheimer & CO. INC.Broker
Oppenheimer & CO. INC.
UBS Financial Services INC.Broker
UBS Financial Services INC.
Piper Jaffray & CO.
Piper Jaffray & CO.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Banc of America Securities LLC
Banc of America Securities LLCBroker
Montgomery SecuritiesBroker
Dillon, Read & CO. INC.Broker
Cs First Boston CorporationBroker
L. F. Rothschild, Unterberg, Towbin, INC.Broker
Becker Paribas IncorporatedBroker
Becker Securities IncorporatedBroker
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.