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 | 0.70% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.40% |
Fee schedule and minimum are negotiable. Above $25,000,000 fees are negotiable.
Fee Estimator
Fulcrum Capital is a fee-only advisory firm. Clients pay a monthly fee in arrears, calculated based on an annual tiered schedule and the market value of the account. For example, a $4 million portfolio would be charged 1.00% on the first $2 million and 0.70% on the next $2 million. The firm assesses a minimum annual fee of $20,000 per billing relationship. Fees are negotiable. Sub-advisor fees are charged in addition to Fulcrum's fees.
Areas of Practice
Advisor Information
Office location
1111 3rd Avenue, Suite 1880, Seattle, WA, 98101
Get directionsRegulatory History
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