Carolyn Wittmann-todd

Fulcrum Capital, LLC

11 Years of Experience

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Firm Information

Fulcrum Capital, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

7 advisors

Number of Clients

251 clients

Average Client Portfolio

$3.9M average

Assets Under Management

$975.9M

Fee Structure

Minimum Investment:$1M

Financial Planning:Investment management only

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

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$20,000

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.

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Areas of Practice

Investment Management

Advisor Information

Office location

800 West Main Street, Suite 1150, Boise, ID, 83702

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Regulatory History (1)

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