BEESE FULMER PRIVATE WEALTH MANAGEMENT

RIASEC RegisteredEst. 1980

Total AUM

$2.1B

Discretionary

$2.1B

100% of AUM

Avg account

$1M

Accounts

2,044

Employees

Advisory reps

Firm details

Headquarters: CANTON, Ohio
CRD number: 109882
Registered since: September 17, 1980
Website: www.beesefulmer.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI76.86%
Individuals14.48%
Charitable Organizations3.38%
Pension & Profit Sharing Plans2.29%
Corporations / Businesses1.5%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPublication of Periodicals

Firm profile

FINTRX

Overview

Beese Fulmer Private Wealth Management is an independent registered investment adviser that has been SEC-registered since 1980. The firm is owned by individuals and serves both high-net-worth individuals and families as well as institutional clients. Its advisory practice centers on financial planning and discretionary portfolio management across individual accounts, small businesses, pooled investment vehicles, and institutional/business portfolios; the firm also produces periodicals or newsletters for clients. Fees are charged via a mix of percentage-of-assets, hourly rates, and fixed fees. Beese Fulmer does not self-identify as a capital allocator and is not an active ESG investor. The firm was listed among CNBC’s Top 100 Financial Advisory Firms in 2021 and again in 2022.