Fusion Capital, LLC is an independent investment advisory firm based in Mt. Pleasant, South Carolina, that has been in operation since 2010. Fusion Capital offers discretionary asset management services tailored to each client's individual goals, risk tolerance, time horizon, and financial situation. The firm utilizes a variety of analytical methods—including quantitative methods, technical analysis, and computer models—to design and implement diversified portfolios consisting of individual securities, exchange-traded funds, mutual funds, and pooled investment vehicles. In addition to direct portfolio management, Fusion Capital may recommend and utilize third-party sub-advisers to manage portions of client assets through specialized investment strategies. Fusion Capital also provides retirement plan consulting and assists clients with evaluating retirement rollovers. The firm's professionals maintain affiliations with insurance agencies and can recommend insurance and annuity products, creating potential conflicts of interest due to commission-based compensation. Fusion Capital custody client assets with firms such as Charles Schwab & Co. and Fidelity Investments.
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.