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
14
Advisory reps
7

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, individual-owned registered investment adviser that has been SEC-registered since 1980. The firm serves both individuals and families as well as institutional clients, offering financial planning, portfolio management across individual, pooled, business and institutional accounts, and the periodic publication of investment commentary. Fee arrangements include percentage-of-AUM, hourly charges and fixed fees. The firm does not present itself as a multi-state adviser or active ESG investor and is not structured as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 71%, Public Funds/Mutual Funds 8%, Investment Grade Corp Bonds 7%, Cash & Cash Equivalents 7%, US Government Bonds 5%, State & Local Bonds 2%, Private Funds 1%71%
  • Exchange Traded Equities71%
  • Public Funds/Mutual Funds8%
  • Investment Grade Corp Bonds7%
  • Cash & Cash Equivalents7%
  • US Government Bonds5%

Contacts

3 of 7
  • Nicholas Perini

    Nicholas Perini

    Vice PresidentCRD 5102074

  • Bradley Fergason

    Bradley Fergason

    Wealth AdvisorCRD 5575995

  • Joseph Strancar

    Joseph Strancar

    Portfolio ManagerCRD 1385202

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 75

Active vs passive

$154M in ETFs

Passive

95%

$146M

Active

2%

$7.8M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND (VCSH)VanguardPassiveShort Term Bond$19.3M243,71912.58%
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Location

Primary office

Canton, OH

Stark

Location

Canton, OH

Headquartered in Canton, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
Stark
Address
4334 Munson St Nw
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth