Fundamentum, LLC
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Overview
Fundamentum, LLC is a financial advisor company headquartered in Beachwood, Ohio. Fundamentum, LLC oversees $1.1 billion in assets throughout 3,251 client accounts, making it one of the larger investment advisory firms in the nation by assets under management (AUM). It has a small team, including 2 financial advisors. Fundamentum, LLC is not a registered broker-dealer, signifying that the company cannot buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer company to do so. Securities are tradable fiscal investments like bonds, options and stocks.
Fundamentum, LLC administers all of the company's client assets in a discretionary manner. Discretionary management means that buy and sell judgments are made by an investment advisor without needing to seek the client's authorization. Fundamentum, LLC supervises an average of $350,048 for each customer account. An average advisor at Fundamentum, LLC manages around 1,626 client accounts.
The company's headquarters is at 3750 Park East Drive Suite 200, Beachwood, Ohio 44122. Fundamentum, LLC is registered to provide services to clients throughout 51 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Fundamentum, LLC by the Numbers
$1.1 billion
7
3,251
$350.0 thousand
Fee Structure
Financial advisory fees largely depend on the type of financial services offered. Fees charged by Fundamentum, LLC typically consist of the following fee structure: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are offered by the firm.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Disclosures
Fundamentum, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Fundamentum, LLC
Beachwood, OH
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