Fusco Financial Services offers financial planning and asset management services. Financial planning helps clients set long-term financial goals through investments, tax planning, and retirement planning. Asset management involves continuous supervision of client accounts and making trades when necessary. Fusco Financial Services typically constructs client portfolios using mutual funds and equities to build diversified portfolios.
Assets Under Management$160M
Clients133
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$80M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees may be offset by commissions previously paid. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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