Fusion Planning provides ongoing portfolio management and financial planning services tailored to each client's goals, time horizon, and risk tolerance. For investment management, Fusion Planning creates a personalized investment policy statement and manages portfolios on a discretionary basis using mutual funds, exchange-traded funds, fixed income securities, real estate funds, and insurance products such as annuities. Financial planning services cover investment planning, life insurance needs, tax concerns, retirement planning, college savings, and debt or credit management. The firm operates with no minimum account size requirement.
Assets Under Management$2.8M
Clients37
Advisors1
Avg. per Client$75K
Avg. per Advisor$2.8M
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Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.08% |
| $100K - $250K | 0.96% |
| $250K - $1.0M | 0.84% |
| $1M+ | 0.72% |
Portfolio management fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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