Assets Under Management
$393.5M
Number of Clients
282
Number of Advisors
4
Average Client AUM
$1.4M
AUM per Advisor
$98.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
FullCircle Wealth LLC provides financial planning, portfolio management, and pension consulting services. They manage assets on a discretionary or non-discretionary basis, tailoring portfolios to client needs. They utilize various investment vehicles and third-party managers, including Envestnet, and offer bookkeeping services through Bill.com.
6950 Tpc Drive, Suite 110, Mckinney, TX, 75070