Fuller Investment Management Company
Assets Under Management
$230.3M
Number of Clients
71
Number of Advisors
2
Average Client AUM
$3.2M
AUM per Advisor
$115.1M
Compensation
Fee-Only (AUM)
About This Firm
Fuller Investment offers advisory and wealth management services to institutions, families, and individuals. They manage diversified portfolios, including traditional and alternative investments, for clients with at least $3 million in managed assets. Services include asset allocation, manager selection, and performance monitoring.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.65% |
| $25M+ | 0.55% |
Advisory Fees are negotiable at the sole discretion of Fuller Investment. The firm has current clients that pay Advisory Fees that are higher and lower than those reflected above.
Fee Estimator
Fuller Investment charges an annual advisory fee based on a percentage of assets under management. There are different fee schedules for Advisory/Wealth Management clients and Institutional Portfolio clients. Advisory fees are negotiable. Clients will also incur charges imposed by custodians, brokers, and third parties. The initial minimum account size is $25,000, but this can be waived. The initial minimum account size for an Institutional Portfolio client is $3 million, but this can be waived.
Areas of Practice
Location
135 North Oakland Avenue, Pasadena, CA, 91182