Fulcrum Equity Management offers investment management services tailored to individual client needs, including ongoing reviews and portfolio rebalancing. They also provide financial planning and consulting services, including advice to employee benefit plans. Investment strategies typically involve individual equities, ETFs, or mutual funds. Fulcrum Equity Management also offers sub-advisory portfolio management services to unaffiliated third-party investment advisors.
Assets Under Management$190M
Clients487
Advisors4
Avg. per Client$400K
Avg. per Advisor$48M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Fulcrum Equity Management charges up to 1.50% of your portfolio annually for investment management services. The fee can be billed monthly in advance or quarterly in arrears. The advisory fee is negotiable depending on your individual circumstances.
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