Beese Fulmer Investment Management provides investment management and financial planning services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and corporations. They offer advice on various investment vehicles and may provide financial planning by evaluating a client’s financial state to predict future cash flows and asset values. Beese Fulmer is a fee-only firm and does not sell commissioned products.
Assets Under Management$1.6B
Clients522
Advisors7
Avg. per Client$3M
Avg. per Advisor$230M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $4.0M | 0.50% |
| $4M+ | 0.40% |
Fees are negotiable. Discount may be offered to associated accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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