Edward Fulbright is a PFS-designated registered investment advisor at Fulbright Financial Consulting, PA, based in Durham, NC, with 10 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 66 clients with $65M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
These fees apply if you choose investment supervisory services and investment management services only. Fees are negotiable at the discretion of the firm principal.
Fee Estimator
Contact
Edward Fulbright
Location
Kitt Creek Office Park 5302 Nc Highway 55, Suite 104, Durham, NC, 27713
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Edward handles accounting, taxes, and management consulting through his CPA firm, Fulbright & Fulbright, CPA, PA.
Employment History
Current Registrations
Fulbright Financial Consulting, PA
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams