Fulcrum Wealth Advisors provides investment management services tailored to your objectives and time horizon. They also offer wealth management services, including financial planning, retirement planning, and consulting on tax issues and real estate. For clients who manage their own investments, Fulcrum offers ongoing financial planning and research. One-time consulting is available for specific areas like portfolio reviews and tax consulting. They also offer ERISA plan consulting.
Assets Under Management$210M
Clients143
Advisors3
Avg. per Client$1.5M
Avg. per Advisor$69M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.10% |
| $5.0M - $15.0M | 1.00% |
| $15M+ | 1.00% |
Fees negotiable for accounts over $15,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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