FullerThaler provides investment management services, focusing on market inefficiencies using behavioral finance insights. They offer U.S. equity strategies, primarily in a long-only format. FullerThaler tailors investment strategies to meet individual client needs, including restrictions on certain securities. They also provide model portfolio management to wrap fee programs. FullerThaler works with mutual funds, collective investment funds, financial intermediaries, pension plans, corporations, charitable institutions, individuals, and family offices.
Fee Structure
FullerThaler's investment management fees are calculated as a percentage of the value of your portfolio, and are typically paid quarterly. The specific fee depends on the investment strategy used. Fees may be negotiable based on factors like the size of your portfolio, the number of accounts, and the complexity of the strategy. FullerThaler may consider performance-based fees. Minimum account sizes and fees apply, varying by strategy. For example, Behavioral Small-Cap Growth has a $5,000,000 minimum account size and $55,000 minimum fee.