Beese Fulmer Private Wealth Management

RIASEC Registered

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, privately owned registered investment adviser. The firm is registered with the SEC (initial registration: 1980) and serves both individual and family clients as well as institutional accounts. Its advisory services include financial planning, portfolio management for individuals, small businesses, pooled investment vehicles and institutions, and the publication of client-focused periodicals or newsletters. The firm charges a mix of AUM-based fees, hourly fees, and fixed fees. Beese Fulmer does not identify as an active ESG investor and is not structured as a capital allocator. CNBC recognized the firm in its Top 100 Financial Advisory Firms lists for 2021 and 2022.