Fulcrum Capital offers investment advice tailored to each client's objectives. They typically manage portfolios using stocks, bonds, exchange traded funds, and cash. Fulcrum may also recommend less liquid investments like private placements, but only when suitable for the client's needs and risk tolerance. Fulcrum is a fee-only firm, meaning they only get paid by their clients, which they believe minimizes conflicts of interest.
Assets Under Management$980M
Clients251
Advisors8
Avg. per Client$3.9M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$20,000
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 negotiable for accounts above $25,000,000. Minimum annual fee of $20,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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