Fuller Capital Management (FCM) provides ongoing portfolio management services tailored to individual client goals, risk tolerance, and time horizon. FCM creates an Investment Policy Statement for each client to guide portfolio selection. FCM may request authority to make trades without prior permission. FCM does not participate in wrap fee programs.
Assets Under Management$26M
Clients152
AdvisorsN/A
Avg. per Client$170K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable. For fixed income accounts, the fee is 0.65%. Qualified investors are charged an asset-based management fee of 0.75% on all assets under management and a performance-based fee of 10% of net profits above a high water mark.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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