Janet
Welcher

Fulcrum Capital, LLC

CRD#1108316
Investment Advisor
in Seattle, WA

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About this Advisor

Janet Welcher is a certified financial planner working in Seattle, Washington who has 8 years of industry experience. Welcher is currently employed by Fulcrum Capital, LLC. During their career, Welcher has held roles at Badgley Phelps Investment Managers and Fulcrum Capital, LLC. Welcher is approved to operate in Washington. Fulcrum Capital, LLC is an advisory business based out of Seattle, WA. It controls $746 million in total assets among its 502 customer accounts, placing it among the larger firms in the country by assets under management. The firm serves 14 charitable organizations. Of its 502 accounts, 89% belong to high-net-worth individuals who have at least $1 million in assets. The company performs a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management vary depending on which services the firm provides the client. However, fees billed by Fulcrum Capital, LLC most likely consist of some blend of asset-based and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

800 Fifth Avenue Suite 3800
Seattle, WA 98104

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Fulcrum Capital, LLC Brokerage Details

Total Assets Under Management

$746,266,303

WA Average: $3,566,627,242
Total Number of Employees

12

WA Average: 46
Total Number of Accounts

502

WA Average: 1,499
Average Account Size

$1,486,586

WA Average: $2,379,338

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

Janet Welcher Work History

Janet has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Fulcrum Capital, LLC

2012 - 2015 (3 years)

Badgley Phelps Investment Managers

*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 Janet Welcher 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

Hans Krippaehne
Seattle, WA
Di Thigpen-Shankles
Seattle, WA
Robert Gilmore
Seattle, WA
Janet Welcher
Seattle, WA
Adam Hicks
Seattle, WA
Brander Richmond
Seattle, WA
Jeremy Williamson
Seattle, WA
Michelle Mathieu
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.

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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.

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