Fulton Investment Advisers works with clients to understand their financial situation and goals. They help clients develop financial strategies, working with other advisors like tax professionals and insurance agents. Fulton focuses on investment planning and management, creating diversified portfolios of mutual funds and other investments. They provide ongoing reviews and adjust strategies as needed.
Assets Under Management$14M
Clients4
Advisors1
Avg. per Client$3.4M
Avg. per Advisor$14M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Fulton Investment Advisers offers two main investment management programs with fees based on the value of your portfolio.
Investment Supervisory Services:
- Up to $1,000,000: 2.25% per year
- Over $1,000,000: 2.00% per year (negotiable)
Management Investment Advisory Accounts:
- Up to $1,000,000: 1.00% per year
- $1,000,000 to $2,000,000: 0.75% per year
- Over $2,000,000: 0.50% per year (negotiable)
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