FullCircle's advisory fees are based on assets under management and are assessed quarterly in advance. There is a minimum advisory fee of $2,500 per year. The minimum managed account size is $250,000, but both the account minimum and advisory fees are negotiable. Financial planning fees are either fixed or hourly, and are also negotiable, with fixed fees not exceeding $25,000 and hourly rates up to $300 per hour. Clients may also be responsible for additional fees charged by Bill.com for bookkeeping services.
3400 N. Central Expy, Suite 110, Richardson, TX, 75080
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