Assets Under Management
$190.0M
Number of Clients
524
Number of Advisors
4
Average Client AUM
$363K
AUM per Advisor
$47.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Fulcrum Equity Management, LLC offers discretionary investment management services tailored to individual client needs. They also provide financial planning and consulting services on an hourly or fixed-fee basis. Sub-advisory services are offered to unaffiliated third-party investment advisors.
5465 Legacy Dr., Suite 650, Plano, TX, 75024