Advisor at Fuller Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Fuller Asset Management, LLC
Location
Scottsdale, AZ 85251
Credentials
Series 63, Series 65
Industry experience
27 years
Lawrence Fuller II is the principal of Fuller Asset Management, LLC in Scottsdale, AZ, with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has led his independent firm since 2005. In addition to his advisory work, Fuller has contributed articles to Seeking Alpha since 2013 and serves as a strategic partner with the copy-trading platform dub, where he manages portfolios available for users to replicate. Fuller Asset Management provides customized, non-discretionary investment advisory and portfolio management services to individuals, trusts, estates, corporations, and other entities. The firm employs both fundamental and technical analysis to construct portfolios typically consisting of equities, debt securities, and ETFs, conducting regular client reviews and trade approvals.
Based on Fuller Asset Management, LLC
$0 - $500,000: 1.00% annually $500,000 - $1,000,000: 0.90% annually $1,000,000 - $5,000,000: 0.75% annually $5,000,000+: 0.50% annually
7135 East Camelback Road, Suite 230
Scottsdale, AZ 85251
Arizona · North Carolina
Fuller Asset Management, LLC
2005 - Present (21 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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