BEESE FULMER PRIVATE WEALTH MANAGEMENT

4334 Munson Street Nw
Suite 102
Canton, Ohio 44718
Tel: 330-454-6555

About BEESE FULMER PRIVATE WEALTH MANAGEMENT

BEESE FULMER PRIVATE WEALTH MANAGEMENT, formally registered with the SEC as BEESE FULMER PRIVATE WEALTH MANAGEMENT. The firm was established in 09/17/1980. They have over 1 offices throughout the country.

BEESE FULMER PRIVATE WEALTH MANAGEMENT is a Canton, Ohio based Financial Planning firm with nearly $1,321,888,018 assets under management, offering retirement planning & investment advisory services to 1170 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109882
SEC#	801-15485
Assets Managed by Firm	$1,321,888,018
No. of Clients	1170
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Publication of periodicals and newsletters

Firm Client Information

	No. of Clients	AUM
Firm Total	1170	$1,321,888,018
Individuals (other than high net worth individuals)	207	$96,325,804
High net worth individuals	249	$1,080,280,519
Pension and profit sharing plans	13	$65,979,933
Charitable organizations	10	$72,343,468
Corporations or other businesses	Fewer than 5 clients	$6,958,294

More Retirement Planning firms in Canton, Ohio:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

Explore More Retirement Advisors in Canton, Ohio

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.