Mark Richard Shaurette

Fusion Capital, LLC

13 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningHigh Net Worth

Fusion Capital, LLC

Compensation

Fee-Only (AUM)

Firm Size

4 advisors

Number of Clients

674 clients

Average Client Portfolio

$602K average

Assets Under Management

$405.4M

Fee Structure

Minimum Investment:$100K

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	1.90%
$1.0M - $3.0M	1.70%
$3.0M - $5.0M	1.50%
$5M+	1.50%

Fees negotiable for assets above $5 million.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$1,500

Location

1459 Stuart Engals Blvd, Suite 301, Mt. Pleasant, SC, 29464

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Judgment / Lien

May 2012

View Full SEC Report How to Read Disclosures

Other 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

November 2015 - Present · 10 yrs 3 mos

Previous Registrations

Hynes Advisory Group LLC

October 2014 - December 2015 · 1 yr 2 mos

USA Tax & Insurance Services, INC.

November 2007 - December 2009 · 2 yrs 1 mo

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.