Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| 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 at the sole discretion of Fuller Investment. The firm has current clients that pay Advisory Fees that are higher and lower than those reflected above.
Fee Estimator
You'll pay an annual advisory fee based on your portfolio size (see rates in table). These fees cover investment advisory and wealth management services, including asset allocation and investment manager selection. Fuller Investment also manages an Institutional Portfolio with a different fee schedule. Advisory fees are negotiable. Clients also incur charges from custodians and third-party managers. The minimum account size is $25,000, but this may be waived.
Areas of Practice
Advisor Information
Office location
135 North Oakland Avenue, Pasadena, CA, 91182
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Todd is employed by the Fuller Foundation as a Client Relations Manager since 1998. His time is evenly divided between Fuller Investment Management Company and the Fuller Foundation, meaning this role takes about half of Todd's time.