Fusion Financial provides investment advice and financial planning to individuals, small businesses, and non-profits. They offer portfolio management services on a discretionary or non-discretionary basis, tailoring recommendations to client needs. Financial planning services include comprehensive plans, annual reviews, and separate consultations covering various financial topics.
Assets Under Management$2.9M
Clients29
Advisors1
Avg. per Client$99K
Avg. per Advisor$2.9M
Fee Structure
Minimum Investment:$20K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.50% |
| $100K - $500K | 2.00% |
| $500K+ | 1.50% |
Fusion Financial does not negotiate its management fee, but does offer discounts to select friends, employees and family.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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