Fulkerson Financial Services provides ongoing portfolio management based on individual client goals and risk tolerance. They create investment policy statements and seek discretionary authority to manage investments. The firm also offers financial planning services covering investment planning, insurance, tax, retirement, college, and debt/credit planning. These services are offered to all clients.
Assets Under Management$55M
Clients200
Advisors1
Avg. per Client$280K
Avg. per Advisor$55M
Fee Structure
Minimum Investment:$20K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.10% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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