CE
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
123 N Main St., Belmont, NC, 28012
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Coppell Advisory Solutions LLC
February 2025 - Present · 11 mos
Previous Registrations
Ameriprise Financial Services, LLC
October 2024 - January 2025 · 3 mos
Ameriprise Financial Services, LLC Broker
October 2024 - January 2025 · 3 mos
Linden Thomas and Company Securities, LLCBroker
July 2023 - December 2023 · 5 mos
Linden Thomas Advisory Services, LLC
March 2023 - December 2023 · 9 mos
Fisher Investments
November 2019 - September 2021 · 1 yr 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2017 - October 2019 · 2 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
July 2017 - October 2019 · 2 yrs 3 mos
MML Investors Services, LLC
March 2017 - June 2017 · 3 mos
MML Investors Services, LLC Broker
March 2017 - June 2017 · 3 mos
Msi Financial Services, INC.
January 2016 - March 2017 · 1 yr 2 mos
Msi Financial Services, INC.Broker
August 2015 - March 2017 · 1 yr 7 mos
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.