Coppell Advisory Solutions LLC
Assets Under Management
$1.1B
Number of Clients
9,336
Number of Advisors
87
Average Client AUM
$115K
AUM per Advisor
$12.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Fusion Investment Advisors offers portfolio management on a discretionary basis, tailoring investment strategies to client needs. They use asset allocation models from their team or independent managers. Financial planning services cover cash flow, retirement, insurance, portfolio, and estate analysis. They manage held-away assets through Pontera.
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
Location
9111 Cypress Waters Blvd Suite 140, Dallas, TX, 75019