BO
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
87 advisors
Number of Clients
9,336 clients
Average Client Portfolio
$115K average
Assets Under Management
$1.1B
Fee Structure
Minimum Investment:$20K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees negotiable over $2,500,000
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Financial Plan Fee:$1,000 - $20,000
Hourly Rate:Up to $300/hr
Fusion charges a fee based on a percentage of assets under management, calculated monthly in arrears. For financial planning, they charge fixed fees ranging from $1,000 to $20,000 or an hourly fee of $300. A $5 monthly technology and administrative fee is assessed to each account. Fees are negotiable based on the complexity of the client's financial situation.
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningInsurance Planning
Loading...
Advisor Information
Office location
524 South Main St., Templeton, CA, 93465
Get directionsRegulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2005Settled
Customer Dispute
April 2003Denied
Customer Dispute
May 2001Settled
Regulatory
November 1999Final
Other Business ActivitiesSells Insurance
Barry is an independent agent selling fixed and fixed indexed annuities, life insurance, LTC, group and individual health products, dedicating full-time hours to this. He also works with living trusts and life settlements, dedicating about 10-20% of his time to J.D. Mellberg Financial, LLC, an insurance agency.
Employment History
Current Registrations
Coppell Advisory Solutions LLC
February 2024 - Present · 1 yr 11 mos
Previous Registrations
Pl Wealth Advisors, LLC
November 2021 - May 2023 · 1 yr 6 mos
Prosperity Economics Partners, LLC
August 2019 - February 2021 · 1 yr 6 mos
Arive Capital MarketsBroker
August 2013 - March 2015 · 1 yr 7 mos
Ndx Trading, INC.Broker
October 2012 - July 2013 · 9 mos
Sentra Securities CORP
January 2002 - January 2003 · 1 yr
Sentra Securities CorporationBroker
June 1998 - January 2003 · 4 yrs 7 mos
Intersecurities, INC. Broker
November 1997 - August 1998 · 9 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.