Actual fees may vary; other investment costs may apply.
Clients
High-Net-Worth Share of Firm Assets
76.86%
Number of High-Net-Worth Clients
342
Total Client Accounts
2,044
Discretionary Accounts
2,031
Non-Discretionary Accounts
13
Services Offered
Services:
Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Regulatory Filings
SEC CRD Number
109882
BEESE FULMER ADV PART 2A (2026-07-06)
(fee schedule source)
· View brochure text
Beese Fulmer Private Wealth Management's Form ADV discloses 1.50% on the first $500,000, 1.00% on the next $1.5 million, 0.80% on the next $1 million, 0.60% on the next $1 million, and 0.50% on assets above $4 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #109882), Beese Fulmer Private Wealth Management is subject to fiduciary duty under federal law.
Beese Fulmer Private Wealth Management is headquartered in CANTON, OH.
Beese Fulmer Private Wealth Management serves 342 high-net-worth clients according to their SEC filing dated July 6, 2026. View client details ↓
According to their SEC Form ADV, Beese Fulmer Private Wealth Management offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
Beese Fulmer Private Wealth Management manages $2.1 billion in client assets according to their SEC filing dated July 6, 2026.
According to their SEC Form ADV, Beese Fulmer Private Wealth Management serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓