Fusion Investment Advisors (operating as Fusion Investment Advisors and Fusion Capital Management) offers personalized portfolio management and financial planning services to individuals, families, retirement plan participants, trusts, estates, and businesses. The firm builds tailored investment portfolios using an open-architecture platform, which may include individual stocks, exchange-traded funds, mutual funds, real estate investment trusts, and fixed-income securities. Portfolios are managed on a discretionary basis, allowing the team to make investment decisions without prior approval for each trade. In addition to direct portfolio management, Fusion Investment Advisors offers account aggregation and management services for retirement accounts held away from the firm's primary custodians. The firm also provides comprehensive financial planning services covering cash flow, retirement analysis, insurance needs, portfolio analysis, and estate planning, as well as modular or project-based consulting. Fusion Investment Advisors emphasizes a client-first approach and is legally required to act in your best interest as a registered investment advisor.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees are calculated monthly in arrears based on average daily balance. Fees are negotiable for accounts over $2,500,000.