Fulcrum Capital, LLC
Assets Under Management
$975.9M
Number of Clients
251
Number of Advisors
7
Average Client AUM
$3.9M
AUM per Advisor
$139.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Fulcrum Capital, LLC is a Seattle-based, employee-owned SEC-registered investment advisor founded in 2007. They offer tailored investment advisory services, generally constructing portfolios using liquid assets like individual equities, fixed income securities, ETFs, and cash. They may also recommend illiquid investments.
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
Location
800 Fifth Avenue, Suite 3800, Seattle, WA, 98104