MM
CFA
MM
CFA

Michelle Aimee Mathieu

23 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
251 clients
Average Client Portfolio
$3.9M average
Assets Under Management
$975.9M

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.70%
$5.0M - $10.0M0.55%
$10.0M - $25.0M0.40%
$25M+0.40%

Fees negotiable above $25,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$20,000
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Location

1111 3rd Avenue, Suite 1880, Seattle, WA, 98101

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Fulcrum Capital, LLC
January 2017 - Present · 9 yrs 1 mo
Previous Registrations
The Rainier Group, INC.
December 2010 - January 2017 · 6 yrs 1 mo
Perkins Coie Capital Management
May 2002 - September 2010 · 8 yrs 4 mos
State Registrations2 states
TXWA
Advisor
Exams
No exam information available for this advisor.