Fulcrum Equity Management, LLC
Assets Under Management
$190.0M
Number of Clients
524
Number of Advisors
4
Average Client AUM
$363K
AUM per Advisor
$47.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Fulcrum Equity Management, LLC, based in Plano, Texas, provides discretionary investment management services tailored to individual client needs. They also offer financial planning and consulting services, including advice to employee benefit plans. Investment strategies typically involve equities, ETFs, and mutual funds. The firm is owned by Bellwether Investment Management USA Inc., a subsidiary of Lorne Park Capital Partners Inc.
Fee Structure
Investment management fees range up to 1.50% annually, depending on the investment strategy. Fees are billed monthly in advance or quarterly in arrears. Financial planning is offered on an hourly basis (up to $250/hour) or a fixed fee basis (up to $10,000). Sub-advisory services range from 0.20% to 0.65%. Minimum account sizes apply for different strategies: $100,000 for Equity, $50,000 for ETF, and $25,000 for Mutual Fund and Advisor Directed strategies. These minimums may be waived at the firm's discretion.
Areas of Practice
Location
5465 Legacy Dr., Suite 650, Plano, TX, 75024