FULLER & THALER ASSET MANAGEMENT INC.
FULLER & THALER ASSET MANAGEMENT INC. is a well-established financial management company with a team of experienced professionals dedicated to helping their clients achieve their financial goals. With a strong understanding of the market and extensive knowledge of financial strategies, they serve as trusted experts for their clients.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial advice tailored to individual needs and goals.
- Offers a wide range of financial services to cater to diverse needs.
- Specializes in behavioral finance, offering unique insights into investment behavior.
- Offers transparency and excellent communication to ensure clients are well-informed and involved in their financial decisions.
Facts and Insights
Founded in 1996, FULLER & THALER ASSET MANAGEMENT INC. has established a strong track record of successfully managing their clients’ assets and helping them achieve their financial goals. They have a team of 13 advisors who bring a diverse range of knowledge and expertise to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.2 billion | 13 | 25 years |
Source: fullerthaler.com
Financial Services Offered
- Investment management
- Financial planning
- Retirement planning
- Estate planning
- Tax planning
- Risk management and insurance
- Education funding planning
- Socially responsible investing
Client Types
- Individuals
- High net worth individuals
- Corporate executives
- Retirees
- Small business owners
Fees & Compensation
FULLER & THALER ASSET MANAGEMENT INC. operates on a fee-only model, which means they do not receive commissions or incentives for recommending specific products or services. Their fees are based on a percentage of the assets under management, ensuring their goals are aligned with those of their clients. The fee structure is customized for each client, and there are no hidden fees or charges.
Background
FULLER & THALER ASSET MANAGEMENT INC. was founded by Nobel Prize-winning economist Richard Thaler and investment management expert Russell Fuller. Their innovative approach to investment management, incorporating the principles of behavioral finance, has gained them recognition and success in the industry. They are committed to providing their clients with top-notch financial advice and exceptional service.
Financial Advisor Disclosures to Know
As registered investment advisors, FULLER & THALER ASSET MANAGEMENT INC. is required to disclose any potential conflicts of interest or material risks to their clients. They have a fiduciary duty to act in their clients’ best interests and always prioritize their clients’ needs above their own.
FULLER & THALER ASSET MANAGEMENT INC. is an expert in their field, providing customized financial solutions and valuable insights to their clients. Their strong reputation and long-standing success are a testament to their commitment to their clients’ financial well-being.