About FULLERTON ADVISORS, LLC
How Does the Advisor Help Clients – Key Takeaways:
FULLERTON ADVISORS, LLC is a team of experienced financial experts who provide a wide range of services to help clients achieve their financial goals. They specialize in offering comprehensive financial planning and investment management services to individuals, families, and businesses.
Their approach to financial advising centers around building long-lasting and trusting relationships with their clients. They understand that every client has unique needs and goals, and they tailor their services to meet those specific needs.
Their team of advisors utilize their expertise, experience, and the latest financial tools and technology to develop customized strategies that will help their clients reach their financial objectives. They also offer ongoing support and advice to ensure their clients stay on track towards financial success.
Facts and Insights
FULLERTON ADVISORS, LLC has been in business for over 15 years, and their advisors collectively have more than 50 years of experience in the financial industry. They are located in the heart of downtown Dallas, Texas, and serve clients all over the country.
Their dedication to their clients has earned them a reputation for providing excellent service and achieving tangible results. They have received numerous awards and recognition for their work, including multiple Five Star Wealth Manager Awards and Top Financial Advisor Rankings.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
FULLERTON ADVISORS, LLC offers a wide range of financial services to help clients achieve their goals. These services include:
- Comprehensive financial planning
- Investment management
- Estate planning
- Retirement planning
- Tax planning
- Insurance planning
Client Types
FULLERTON ADVISORS, LLC works with a diverse range of clients, including:
- Individuals
- Families
- High-net-worth individuals
- Business owners
- Retirees
Fees & Compensation
FULLERTON ADVISORS, LLC believes in fee transparency and works on a fee-only basis. This means that their fees are based on a percentage of the assets under management, rather than earning commissions on products they recommend to clients. This ensures that their advice is unbiased and in the best interest of their clients.
Their fees may vary depending on the complexity of the services required, but they always strive to offer fair and competitive rates. They also offer fee schedules and clear explanations of their fees to ensure clients fully understand their costs.
Background
FULLERTON ADVISORS, LLC was founded by John Fullerton, an experienced financial advisor with over 30 years of experience in the industry. He leads a team of qualified advisors who are dedicated to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a reputable financial advisor, FULLERTON ADVISORS, LLC is committed to transparency in their practices. It’s essential for clients to know and understand the potential risks and conflicts of interest involved in working with a financial advisor. Some important disclosures to know about FULLERTON ADVISORS, LLC include:
- They are a registered investment advisor with the Securities and Exchange Commission (SEC).
- Some of their advisors are licensed to sell insurance products, which may earn them commissions.
- They may have relationships with a limited number of custodians and broker-dealers, which may influence their recommendations.
- They are legally obligated to act in the best interest of their clients and disclose any conflicts of interest.