Fulbright Financial Consulting is a North Carolina-based firm offering financial planning and investment advice. They operate under a fiduciary standard, meaning they're legally required to act in your best interest. Services include advice on cash flow, retirement, education, insurance, estate planning, and taxes. They also manage investment portfolios, tailoring strategies to your goals and risk tolerance. Fulbright Financial Consulting may also assist employers in establishing tax-qualified retirement plans for their companies and employees, such as 401(k) plans.
Assets Under Management$65M
Clients66
Advisors1
Avg. per Client$980K
Avg. per Advisor$65M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
These fees apply if you choose investment supervisory services and investment management services only. Fees are negotiable at the discretion of the firm principal.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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