Assets Under Management
$405.4M
Number of Clients
674
Number of Advisors
4
Average Client AUM
$602K
AUM per Advisor
$101.4M
Compensation
Fee-Only (AUM)
Fusion Capital offers discretionary asset management services tailored to client's objectives, risk tolerance, and financial circumstances. They analyze investments, provide recommendations, and monitor portfolios. They also offer actively managed model portfolios. Fusion may recommend third-party investment managers.
| 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.
1459 Stuart Engals Blvd, Suite 301, Mt. Pleasant, SC, 29464