Fullcircle Wealth LLC
Assets Under Management
$393.5M
Number of Clients
282
Number of Advisors
4
Average Client AUM
$1.4M
AUM per Advisor
$98.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
FullCircle Wealth LLC provides financial planning, portfolio management, and pension consulting services to individuals, high-net-worth individuals, estates, partnerships, charitable organizations, retirement plans, and their participants. They manage assets on a discretionary or non-discretionary basis.
Fee Structure
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. Fixed fees do not exceed $25,000, and hourly rates are up to $300 per hour.
Areas of Practice
Location
6950 Tpc Drive, Suite 110, Mckinney, TX, 75070