Company Information

Get to know fulcrum partners

Fulcrum Partners, LLC is a leading independent consulting firm specializing in the design, financing, and administration of non-qualified executive benefit plans. Founded in 2007, the company provides advisory services to a diverse clientele, including public and private companies, C-corporations, S-corporations, and non-profit organizations. Their core mission is to create customized executive compensation and benefit solutions, such as deferred compensation plans and supplemental executive retirement plans (SERPs), that align with a company's financial goals and help in retaining top-tier talent.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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fulcrum partners

United States

Founded in

2007 (19 Years)

Founded

Last online: No recent activity

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.