Brander
Richmond
Fulcrum Capital, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Brander Richmond is a chartered financial analyst working out of Seattle, Washington, with a total of 1 year of relevant experience. Richmond is an employee of Fulcrum Capital, LLC. Richmond has gained experience at Fulcrum Capital, LLC, Coldstream Wealth Management, Perkins Coie Llp and Rainier Group Investment Advisory, LLC. Richmond can advise clients in Washington. Fulcrum Capital, LLC is a financial advisory firm that has its headquarters in Seattle, WA. It oversees $746 million in assets under management across its 502 client accounts, making it one of the bigger financial advisory firms in the country by assets under management. The firm advises 14 charitable organizations. Of its 502 customer accounts, 89% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules largely are based on which services the firm provides the client. However, fees charged by Fulcrum Capital, LLC most likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Fulcrum Capital, LLC Brokerage Details
$746,266,303
12
502
$1,486,586
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Brander Richmond Work History
Brander has been registered as a financial advisor for 1 years.*
Fulcrum Capital, LLC
Coldstream Wealth Management
Rainier Group Investment Advisory, LLC
Perkins Coie Llp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brander Richmond to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fulcrum Capital, LLC
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
