Brett Stanton is a registered investment advisor at Fusion Family Wealth, LLC, based in Woodbury, NY, with 19 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 368 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.10% |
| $3.0M - $10.0M | 0.95% |
| $10M+ | 0.80% |
Client accounts will be aggregated by household for billing purposes. Non-managed assets are assessed a reporting service fee of 0.02%.
Fee Estimator
Location
88 Froehlich Farm Boulevard, Suite 401, Woodbury, NY, 11797
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Fusion Family Wealth, LLC
Previous Registrations
Consolidated Portfolio Review CORP
Sterling Monroe Securities, LLCBroker
Stifel, Nicolaus & Company, IncorporatedBroker
Legg Mason Wood Walker, IncorporatedBroker
Bny Clearing Services LLCBroker
Muriel Siebert & CO., INC.Broker
Ernst & CompanyBroker
W & D Securities, INC.Broker
State Registrations1 state
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