Dennis Fulmer
Dennis Fulmer is a CFA-designated registered investment advisor at Beese Fulmer Private Wealth Management, based in Canton, OH, with 43 years of industry experience. Dennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 522 clients with $1.6B 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% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $4.0M | 0.50% |
| $4M+ | 0.40% |
Fees are negotiable. Discount may be offered to associated accounts.
Fee Estimator
Location
220 Market Ave., South, Suite 1150, Canton, OH, 44702
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Beese Fulmer Private Wealth Management
State Registrations1 state
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