Assets Under Management
$975.9M
Number of Clients
251
Number of Advisors
7
Average Client AUM
$3.9M
AUM per Advisor
$139.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Fulcrum Capital, LLC offers a wide range of investment advisory services tailored to client objectives. They construct portfolios using liquid assets like equities, fixed income, and ETFs. They may also recommend illiquid investments. The firm manages both discretionary and non-discretionary accounts.
| Assets Under Management | 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 above $25,000,000.
800 Fifth Avenue, Suite 3800, Seattle, WA, 98104