Fulbright Financial Consulting is a registered investment advisor based in North Carolina, offering a combination of financial planning and investment management services. The firm uses a unique approach called Functional Asset Allocation, which categorizes assets into interest-earning accounts, real estate, and equities to protect clients against inflation and deflation while aiming for long-term growth. Services include comprehensive financial planning, retirement planning, tax strategies, estate planning, education funding, and ongoing portfolio supervision. The firm acts as a fiduciary, meaning they are legally required to act in your best interest. In addition to direct portfolio management, Fulbright Financial Consulting offers wealth management services that coordinate financial planning with investment supervision, and they also provide consulting for employer-sponsored retirement plans. Clients can choose between discretionary and non-discretionary account management.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Rates apply to standalone investment management retainers. Wealth management services use a separate graduated schedule that includes income and outside account factors.
