Michael Fulcher, CPA offers investment management services to individuals. He starts with a consultation to understand your goals, timeline, and risk tolerance, then creates a custom portfolio. He primarily uses a strategy of asset allocation and diversification, investing in mutual funds and exchange-traded funds through discount brokers. He does not sell commissioned products and is a fee-only advisor.
Assets Under Management$2.5M
Clients6
AdvisorsN/A
Avg. per Client$420K
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K+ | 1.00% |
Fees are generally negotiable and may be less for larger client relationships or for long-term clients. Current client relationships may exist where the fees are lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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