Fuller Asset Management creates customized investment portfolios based on each client's specific time horizon, risk tolerance, income needs, and financial objectives. Fuller Asset Management builds portfolios using individual stocks, bonds, and exchange-traded funds, and reviews accounts quarterly. Investment portfolios are managed on a non-discretionary basis, meaning Fuller Asset Management must contact clients for approval before making any trades. In addition to traditional portfolio management, Fuller Asset Management is involved with online financial commentary platforms and copy-trading services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiated at Fuller Asset Management's discretion based on factors such as anticipated future assets, account composition, and client relationship history.