Fuller Asset Management provides investment advice to clients based on their individual needs and goals. They create customized investment portfolios using stocks, bonds, and exchange-traded funds. Fuller Asset Management considers a client's risk tolerance, time horizon, and income needs when making recommendations. Clients must sign a written agreement with Fuller Asset Management.
Assets Under Management$28M
Clients28
Advisors1
Avg. per Client$980K
Avg. per Advisor$28M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable at Fuller Asset Management's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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