Fuller Wealth Advisors offers financial planning and investment management services. They help clients define financial objectives and develop strategies to reach them, including cash flow management, tax planning, risk review, investment management, education funding, retirement planning, and estate planning. Fuller Wealth Advisors is compensated solely by client fees and does not accept commissions.
Assets Under Management$68M
Clients65
Advisors1
Avg. per Client$1M
Avg. per Advisor$68M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable in special circumstances. Accounts below $500,000 may be charged up to $5,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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