| 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.
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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 →Todd is employed by the Fuller Foundation as a Client Relations Manager since 1998. His time is evenly divided between Fuller Investment Management Company and the Fuller Foundation, meaning this role takes about half of Todd's time.