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
Portland, MI
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
Andrew is a 50% owner of Brace Financial DBA Michigan Tax and Financial since 2010, where he does tax preparation and insurance sales. He also has insurance sales roles with The Revolution and Megastar Advisors since 2014.