FullCircle Wealth offers financial planning and investment management services. They manage investments on a discretionary or non-discretionary basis, tailoring portfolios to each client's needs. They primarily invest in stocks, bonds, mutual funds, and ETFs. Financial planning is included with investment advisory services. FullCircle also uses third-party investment managers through unified managed account platforms.
Assets Under Management$260M
Clients191
Advisors3
Avg. per Client$1.3M
Avg. per Advisor$86M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Advisory Fees charged by FullCircle will never exceed 1.5%, which does not include Third Party Management programs. Advisory Fees are negotiable at our sole discretion in situations deemed appropriate.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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