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Fulcrum Wealth Advisor  

10900 NE 8th St. #1000 - Bellevue, WA 98004
Fulcrum is an independent Investment Advisory Firm. Financial Planning and implementation aimed at achieving an investiors specific needs, wants and wishes.

Jack Gruber - 425-365-7160  

Wealth Advisor

Services
Financial Advisors - Asset Management

Licenses
Series 7 24 65, 66

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Questions & Answers
Q: What advice would you give to a customer looking to hire a company like yours?
A: When evaluating investment products always ask yourself "what specific role does the product play in my long-term financial plan?" if you can't answer that question don't by the product. remember 80+% of your investment return comes from your asset allocation.

Q: What is the most common type of project or service your company provides?
A: Long-term financial planning and implementation. I am particularly focused on reducing an investors tax burden.

Q: In what ways is your company environmentally friendly?
A: I personally am an urban commuter. I utilize public transportation for 80+% of my meetings and client engagements.

Q: What would you like your customers to know about your company?
A: It is not how much your investments earn, it is how much do you get to keep.

Q: What is your company best known for?
A: Planning, Tax savings, portfolio construction, long-term customer relationships.

Q: What separates your company from the competition?
A: Our focus on client specifics. There are thousands of investment products. The only ones that matter for you, are the ones that help achieve your goals.

Q: Does your company offer a warranty or guarantee?
A: In the investment business providing guarantees are illegal.

Q: What questions do customers most frequently ask you? What is your answer?
A: "Is the market going to go up or down?" my answer, "yes"

Q: Does your company offer discounts to senior citizens or veterans?
A: All customers are treated equally.

How We Charge For Our Services
Financial Advisors - Asset Management
- 75.00 to 100.00 percent of investments purchased
I am a fee-only provider. I take no commissions from by clients. 100 BP = 1% 75 BP = 3/4 %

* All information in this profile, including licensing, has been provided by Fulcrum Wealth Advisor. This information is not verified by ProMatcher.

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