Fullington & Associates, LLC manages investment portfolios for individuals, buying and selling investments on their behalf. They also offer investment advice through consultations, though this is a smaller part of their business. Fullington & Associates also provides personal financial planning tailored to each client's financial and tax situation and risk tolerance. Planning can be comprehensive or focused on investments.
Assets Under Management$10M
Clients16
Advisors1
Avg. per Client$630K
Avg. per Advisor$10M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management
Minimum Annual Fee:$340
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $1.0M | 0.50% |
| $1M+ | 0.40% |
Minimum quarterly fee of $85. Fees are negotiable. Clients may pay fund companies additional administrative and management costs.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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