Fusion Investment Advisors offers personalized investment advice and financial planning. Fusion's services include portfolio management, where they make investment decisions for you based on your goals, and financial planning, which covers areas like retirement, insurance, and estate planning. Fusion uses asset allocation models and may recommend independent money managers. They invest in various securities, including stocks, ETFs, and mutual funds.
Assets Under Management$1.1B
Clients9,336
Advisors86
Avg. per Client$120K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:$20K
Planning is included in investment management (also available separately)
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 negotiable for portfolios over $2,500,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
86 Advisors at this firm
Page 1 of 5