Fusion Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$405,416,172
Total clients
674
16% high-net worth
Total advisors
4
of 6 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
169
Average account size
$601,508
Client services
Fee options
$0 - $1,000,000: 1.9% $1,000,000 - $3,000,000: 1.7% $3,000,000 - $5,000,000: 1.5% $5,000,000+: Negotiable
Commission-based compensation for sale of insurance products by some advisory professionals
Account minimum: $1,500 minimum account fee for discretionary accounts; $100,000 minimum for managed supervisory accounts Minimum fee: $1,500 minimum account fee for discretionary accounts
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Fusion Capital, LLC
1459 Stuart Engals Blvd, Suite 301
Mt. Pleasant SC 29464, United States
Number of offices
4
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