Fusion Capital, LLC
Assets Under Management
$405.4M
Number of Clients
674
Number of Advisors
4
Average Client AUM
$602K
AUM per Advisor
$101.4M
Compensation
Fee-Only (AUM)
About This Firm
Fusion Capital, LLC is an independent investment advisory firm offering discretionary asset management services to individuals, high-net-worth individuals, trusts, retirement plans, and other entities. Services are tailored to client's investment objectives, goals, risk tolerance, and financial circumstances. Fusion may recommend third-party investment managers.
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
Location
1459 Stuart Engals Blvd, Suite 301, Mt. Pleasant, SC, 29464