AssetFusion is a registered investment advisory firm that provides investment management services tailored to each client's individual needs and objectives. AssetFusion helps clients determine their risk tolerance and selects appropriate investments based on this analysis and their goals. Portfolios are tailored to match a client’s investment objective, risk tolerance, goals, and objectives. Clients can restrict the firm from buying or selling particular investments.
Assets Under Management$16M
Clients26
Advisors2
Avg. per Client$610K
Avg. per Advisor$7.9M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.35% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $3.0M | 1.00% |
| $3M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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