Mark Shaurette
Mark Shaurette is a registered investment advisor at Fusion Capital, LLC, based in North Charleston, SC, with 14 years of industry experience. Mark 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
North Charleston, SC
Get directionsHistory
Regulatory History (1)
Judgment / Lien
May 2012Other Business Activities
Mark is the President and 100% owner of four companies: SC Financial LLC (tax preparation and accounting, full-time), Circle Realty LLC (real estate broker, minimal time), Atlantic Solutions LLC (securities trading, a few hours per week), and SC Advisory Group LLC (created to receive income from Fusion Capital). None of these activities involve selling insurance products.
Employment History
Current Registrations
Fusion Capital, LLC
Previous Registrations
Hynes Advisory Group LLC
USA Tax & Insurance Services, INC.
State Registrations1 state
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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