Jason Mengel
Jason Mengel is a CFP-designated registered investment advisor at Fusion Capital, LLC, based in Mt. Pleasant, SC, with 18 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, High Net Worth, Investment Management, and 1 more. Their firm serves 700 clients with $490M 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 $1.0M | 1.90% |
| $1.0M - $3.0M | 1.70% |
| $3.0M - $5.0M | 1.50% |
| $5M+ | 1.50% |
Fees are negotiable for accounts of $5 million and above. Utilizing third-party sub-advisers incurs an additional non-negotiable sub-adviser fee.
Fee Estimator
Location
1459 Stuart Engals Blvd, Suite 301, Mt. Pleasant, SC, 29464
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Jason is the sole owner of Mengel Financial Group, which sells life insurance products, dedicating about 10-20% of his time. He is also a partner in Fusion Realty, LLC, a real estate entity owning two commercial properties, spending minimal time on this activity.
Employment History
Current Registrations
Fusion Capital, LLC
Previous Registrations
American Investment Services
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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