Assets Under Management
$230.3M
Number of Clients
71
Number of Advisors
2
Average Client AUM
$3.2M
AUM per Advisor
$115.1M
Compensation
Fee-Only (AUM)
Fuller Investment provides investment advisory and wealth management services to institutions, families, and individuals. Services include identifying investment objectives, developing asset allocation, implementing investment strategy, and monitoring financial assets. For larger clients, they offer a diversified portfolio investing across all asset classes.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.65% |
| $25M+ | 0.55% |
Advisory fees are negotiable.
135 North Oakland Avenue, Pasadena, CA, 91182