Assets Under Management
$1.1B
Number of Clients
9,336
Number of Advisors
87
Average Client AUM
$115K
AUM per Advisor
$12.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Fusion Investment Advisors offers personalized portfolio management and financial planning services. Investment strategies are tailored to individual client needs. They use asset allocation models created by their team or independent money managers. They also offer financial planning services covering various areas.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees negotiable for amounts over $2,500,000.
9111 Cypress Waters Blvd Suite 140, Dallas, TX, 75019