Smith Company Financial Advisors / Fusion Funds
Fee-Only (% of Portfolio)Fixed/Hourly
Fusion Advisor provides investment advice to individuals, including asset allocation and portfolio recommendations. All advice is non-discretionary, meaning clients make all investment decisions and execute all transactions themselves. Fusion Advisor does not place trades without client approval. Fees are negotiated with each client.
Assets Under Management$400K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$400K
Fee Structure
Investment management only (planning not offered)
Fusion Advisor's fees are negotiated with each client and may be charged as a percentage of the value of your portfolio, a fixed fee, or another agreed-upon arrangement.
Loading...