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
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
Daniel is the sole owner and president of Webster Financial and Tax Advisory Group, recommending non-securities insurance products to clients and spending minimal time on insurance sales. He is also a partner in Fusion Realty, LLC, a real estate entity owning commercial properties, dedicating minimal time to this activity.