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, privately owned registered investment adviser that has been SEC-registered since 1980. The firm serves both individual and family clients as well as institutional accounts, offering financial planning, discretionary portfolio management across individuals, small businesses, pooled vehicles and institutional clients, and periodic written commentary. Its billing options include percentage-of-AUM fees, hourly charges and fixed fees. The firm does not identify as an active ESG investor and does not list pension consulting or related-adviser arrangements. Beese Fulmer appeared on CNBC’s Top 100 Financial Advisory Firms list in both 2021 and 2022.