Fusion Planning LLC provides ongoing portfolio management based on individual client goals and risk tolerance. They create an Investment Policy Statement for each client. Financial planning services include investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. Fusion Planning generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities and ETFs.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.08% |
| $100K - $250K | 0.96% |
| $250K - $1000K | 0.84% |
| $1M+ | 0.72% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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