Fullerton Advisors provides investment management and financial planning services tailored to each client's needs. They gather information about your risk tolerance, investment objectives, and financial profile to recommend a portfolio. They also offer financial planning services to help clients manage their financial resources and achieve their goals. Fullerton uses fundamental and cyclical analysis to make investment decisions.
Assets Under Management$120M
Clients71
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$120M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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