Michael Fulcher, Cpa
Firm details
- Headquarters
- ,
- CRD number
- 115218
- Custodians
- THE VANGUARD GROUP, INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Michael Fulcher, Cpa operates as a sole proprietorship focused on providing portfolio management services primarily for individuals and small businesses. The firm caters to a client base that includes both individual investors and families, utilizing a fee structure that consists of a percentage of assets under management (AUM) and hourly charges. While the firm does not actively engage in ESG investing, it has carved out a niche in traditional investment management, emphasizing personalized service and tailored investment strategies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Contacts
1 of 1Michael Fulcher
PrincipalCRD 1787429
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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