Fuller Capital Management manages investment portfolios based on each client's individual goals, time horizon, and risk tolerance. The firm creates a personalized investment policy statement for every client to guide asset allocation and security selection. Investment management services cover charting, fundamental, and technical analysis using long-term and short-term trading strategies. Fuller Capital Management also offers performance-based fee arrangements for qualified investors who meet specific net worth or asset thresholds. The firm primarily works with individuals, high-net-worth individuals, trusts, estates, and retirement plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.50% |
Fixed income accounts are charged 0.65%. Fees are negotiable depending on client needs and account complexity. Qualified investors may choose a structure of 0.75% plus 10% of net profits above a high water mark.