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 $1.0M | 1.90% |
| $1.0M - $3.0M | 1.70% |
| $3.0M - $5.0M | 1.50% |
| $5M+ | 1.50% |
Fees negotiable for accounts over $5M.
Fee Estimator
You'll pay an annual fee based on the value of your managed assets. The first $1 million is charged at 1.9%, the next $1-3 million at 1.7%, and the next $3-5 million at 1.5%. Fees for assets over $5 million are negotiable. Fusion generally requires a minimum account fee of $1500 and a $100,000 minimum for managed supervisory accounts, but may waive these in special circumstances. If Fusion recommends third-party investment managers, you are responsible for their fees, which are in addition to Fusion's fees.
Areas of Practice
Advisor Information
Office location
1459 Stuart Engals Blvd, Suite 301, Mt. Pleasant, SC, 29464
Get directionsRegulatory History (1)
Judgment / Lien
May 2012Other Business Activities
Mark is the President and 100% owner of four companies: SC Financial LLC (tax preparation and accounting, full-time), Circle Realty LLC (real estate broker, minimal time), Atlantic Solutions LLC (securities trading, a few hours per week), and SC Advisory Group LLC (created to receive income from Fusion Capital). None of these activities involve selling insurance products.