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How does the advisor help clients – Key Takeaways:
Fulcrum Equity Management, LLC is a trusted financial expert that provides strategic guidance and management services to assist clients in achieving their financial goals and objectives.
Their team of experienced advisors utilizes a personalized approach to develop customized investment plans that align with each client’s unique needs and risk tolerance. They offer a comprehensive range of financial services and work closely with their clients to ensure a successful and transparent relationship.
Facts and Insights
Fulcrum Equity Management, LLC has been in business for over 20 years and has steadily grown their assets under management. As of January 1, 2021, the firm manages over $2 billion in assets for a diverse client base.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $2 billion |
| Number of Advisors: | 10 |
| Time in Business: | 20 years |
Financial Services Offered
Fulcrum Equity Management, LLC offers a wide range of financial services to meet the diverse needs of their clients. These services include but are not limited to:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
- Charitable giving strategies
Client Types
Fulcrum Equity Management, LLC caters to a diverse client base, including:
- Individuals
- Families
- Business owners
- Trusts
- Foundations
- Endowments
Fees & Compensation
Fulcrum Equity Management, LLC operates on a fee-only basis, meaning they do not receive any commissions or compensation from financial products sold to their clients. Their fees are based on a percentage of assets under management and are typically determined on a case-by-case basis.
Background
Fulcrum Equity Management, LLC was founded in 2000 with the goal of providing expert financial advice and management to individuals and institutions. Since their inception, they have remained committed to their core values of integrity, trust, and transparency in all their client relationships.
Financial Advisor Disclosures to Know
As a registered investment advisor, Fulcrum Equity Management, LLC is committed to upholding the highest ethical and professional standards. They have no disclosures to report on their Form ADV, which is a regulatory document filed with the Securities and Exchange Commission (SEC) that provides information about an advisor’s business practices. This means that the firm has a clean regulatory record and has not been involved in any legal or disciplinary actions.