CR
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
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Advisor Information
Office location
9111 Cypress Waters Blvd Suite 140, Dallas, TX, 75019
Get directionsRegulatory History (2)
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
December 2019Settled
Customer Dispute
March 2018Settled
Other Business ActivitiesSells Insurance
Caroline is an insurance agent at Beverly Drive Financial & Insurance Solutions, selling life insurance and annuities since 2020, taking about half of her time. She also teaches basic finance at Torrance Adult School & Santa Monica Community College, dedicating minimal time.
Employment History
Current Registrations
Coppell Advisory Solutions LLC
September 2022 - Present · 3 yrs 4 mos
Previous Registrations
Creativeone Wealth, LLC
February 2022 - September 2022 · 7 mos
Searchlight Investments, LLC
March 2015 - March 2021 · 6 yrs
Brookstone Capital Management LLC
June 2011 - December 2014 · 3 yrs 6 mos
American Elite Retirement
July 2010 - June 2011 · 11 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.