Advisor at Fuller Investment Management Company
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Firm
Fuller Investment Management Company
Location
Pasadena, CA 91182
Credentials
Series 65
Industry experience
11 years
Todd Derrick is a Series 65-credentialed advisor at Fuller Investment Management Company with 11 years of industry experience. He has worked at Fuller Investment Management since 2013 and also serves as a Client Relations Manager at The Fuller Foundation, a public foundation facilitating charitable giving. His time is evenly divided between both organizations. Fuller Investment Management Company provides investment advisory and wealth management services to Christian organizations, foundations, endowments, families, and individuals. The firm manages diversified portfolios using a range of investment vehicles and supports trust administration, donor-advised funds, and charitable giving services through its nonprofit parent, The Fuller Foundation.
Based on Fuller Investment Management Company
Based on Fuller Investment Management Company
$0 - $2 million: 1.00% Over $2 million - $5 million: 0.85% Over $5 million - $10 million: 0.75% Over $10 million - $25 million: 0.65% Greater than $25 million+: 0.55%
Account minimum: $500,000
135 North Oakland Avenue
Pasadena, CA 91182
California
Fuller Investment Management Company
2013 - Present (13 years)
The Fuller Foundation
1998 - Present (28 years)
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Broker-dealer / trader
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Bank
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Trust company
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Real estate agent
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Other specialized services
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