Fusion Family Wealth offers investment advice and retirement plan consulting to individuals, high net worth individuals, trusts, estates, pension, and profit-sharing plans. Fusion provides tailored investment advisory services, including financial planning and consulting. They may recommend other professionals like attorneys or accountants, but clients are not obligated to use them. Fusion also offers services for ERISA retirement plans and provides investment advice for client's 401(k) assets.
Assets Under Management$1.4B
Clients368
Advisors5
Avg. per Client$3.9M
Avg. per Advisor$290M
Fee Structure
Minimum Investment:$5M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.10% |
| $3.0M - $10.0M | 0.95% |
| $10M+ | 0.80% |
Client accounts will be aggregated by household for billing purposes. Non-managed assets are assessed a reporting service fee of 0.02%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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