Fulcrum Capital is a registered investment advisor based in Seattle, Washington, that has been serving clients since 2007. The firm is entirely employee-owned and specializes in building customized investment portfolios using a mix of stocks, bonds, exchange-traded funds, and cash. When appropriate for a client's goals and risk tolerance, Fulcrum Capital may also recommend alternative assets like private placements, interval funds, or structured notes. The firm manages assets on both a discretionary basis—meaning they make trades on your behalf without needing prior approval for each transaction—and a non-discretionary basis. Fulcrum Capital focuses heavily on aligning investment strategies with each client's specific financial objectives and long-term needs, while providing regular portfolio reviews and transparent reporting.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.40% |
Fees for amounts above $25,000,000 are negotiable. The firm assesses a minimum annual fee of $20,000 per relationship.