Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
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
Advisor Information
Office location
9127 SW 52nd Ave D-102, Gainesville, FL, 32608
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brandon is the Vice President of DTRT Advisors, providing tax preparation services and client relationship management, which takes nearly full-time hours. He is also an insurance agent for DTRT Insurance Services, focusing on Medicare and insurance planning, dedicating about 10-20% of his time, and is an enrolled agent with the IRS at Trusted Family Partners, LLC.