Fulcrum Wealth Advisors LLC: Your Expert Financial Advisor
Fulcrum Wealth Advisors LLC is a reputable financial advisory firm providing comprehensive financial planning and investment management services to clients of all ages and financial backgrounds. With a team of experienced advisors and a focus on client satisfaction and success, Fulcrum Wealth Advisors is a trusted source for financial expertise.
How does the advisor help clients – Key Takeaways:
- Comprehensive financial planning and investment management services
- Team of experienced and knowledgeable advisors
- Focus on client satisfaction and success
Facts and Insights
Fulcrum Wealth Advisors LLC has been providing financial advisory services since 2005. It is a Registered Investment Advisor (RIA) firm with the Securities and Exchange Commission (SEC), providing services to both individual and institutional clients. The firm is also a member of the Financial Industry Regulatory Authority (FINRA).
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 2005 | 8 | $500 million |
Financial Services Offered
Fulcrum Wealth Advisors LLC offers a wide range of financial services to meet the diverse needs of their clients. These services include but are not limited to:
- Comprehensive financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Educational funding
Client Types
Fulcrum Wealth Advisors LLC serves a diverse range of clients, including individuals, families, businesses, and institutions. The firm tailors its services to meet the specific financial needs of each client, regardless of their age, income, or wealth.
Fees & Compensation
Fulcrum Wealth Advisors LLC believes in transparency when it comes to fees and compensation. The firm charges a percentage of assets under management as its fee, with the rate depending on the amount of assets being managed. The firm also offers hourly rates for certain services, and occasionally receives commissions from specific investment products. However, Fulcrum Wealth Advisors always prioritizes the best interests of its clients and fully discloses all fees and compensation structures.
Background
The advisors at Fulcrum Wealth Advisors LLC are highly qualified and experienced in the financial industry. The team includes professionals with backgrounds in finance, law, and accounting, ensuring a well-rounded and comprehensive approach to financial planning and management. The firm also prioritizes continuing education and staying up-to-date with industry regulations and trends.
Financial Advisor Disclosures to Know
As a Registered Investment Advisor (RIA), Fulcrum Wealth Advisors LLC is held to a fiduciary duty to always act in the best interests of its clients. In addition, the firm fully discloses any potential conflicts of interest and any relevant information about the advisors’ backgrounds, including any disciplinary history. This commitment to transparency and ethical practices ensures that clients can trust in the integrity of the firm and its advisors.