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Fusco Financial Services Inc

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Client assets under management

$152,395,409

Clients

133

36% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

67

High

Average account size

$1,145,830

About

The firm advises individuals—including high‑net‑worth clients—along with pension and profit‑sharing plans, trusts, estates and charitable organizations, providing financial planning, asset management and related investment advice. Services include one‑time or ongoing financial planning (hourly or fixed fee) and discretionary portfolio management that is generally billed as a percentage of assets.

Portfolios are typically built with mutual funds and exchange‑traded funds to achieve diversified asset allocation, with continuous monitoring and an approach that generally avoids market timing; the firm uses a mix of fundamental, technical, cyclical and charting analysis when appropriate. Most client assets are managed on a discretionary basis, and managed accounts are custodied through Fidelity/NFS to support trade execution, reporting and fee processing.

Distinctive features include insurance sales conducted by advisors in their separate capacities and the acceptance of commissions for certain product implementations, a hybrid fee/commission arrangement that is less common among similarly supported firms. The firm operates with a small advisory staff (two advisors) overseeing roughly $159 million in client assets and may offset advisory fees with commissions previously paid, which can create potential conflicts of interest for clients to consider.

Client services

Financial planning Portfolio management

Expertise

General retirement planning Income planning Wealth management Concentrated stock management

Occupation focus

Retired Founder/Business Owner

Fee options

Fixed

Fixed fees offered for financial planning services; minimum fee of $1,500.

Percentage

$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.75% annually $3,000,001 - $5,000,000: 0.50% annually $5,000,001+: 0.25% annually

Commissions

Investment advisory services can be compensated via commissions in consultant's capacity as registered representative; insurance products sold generate commissions to advisor representatives separately.

Project-based

Hourly fees from $250 to $1,000 per hour for financial planning services; non-advisory hourly rates $100 to $175.

Other

Account minimum: $500,000 Minimum fee: Minimum fee of $1,500 for preparation of a written financial plan; also minimum fee of $1,500 for asset management account Fee-only: Financial planning services charged hourly or fixed fees; hourly rates range from $250 to $1,000 per hour with minimum fee $1,500 and maximum $10,000 depending on complexity; non-advisory hourly rates from $100 to $175.

Main office location

Fusco Financial Services Inc

2402 Ne 8 Th Ave.

Wilton Manors FL 33305, United States

Number of offices

1

Most active in

More info

Colorado · Florida · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 954-524-0900

Advisors at this firm

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user avatar

Johanna L

CFP®, Series 66

Wilton Manors, FL

Fusco Financial Services Inc

Johanna Lobdell is a CFP® with 30 years of industry experience, currently serving as an advisor at Fusco Financial Services Inc. She has worked with Osaic Wealth, Inc. and Securities America, Inc. prior to her long tenure at Fusco Financial Services. Outside of her advisory role, Lobdell is active in the Rotary Club of Fort Lauderdale, participating in scholarship committees and community events, and serves as secretary for the Rotary 1090 Foundation board. Fusco Financial Services advises individuals—including high-net-worth clients—as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers financial planning and discretionary portfolio management, primarily using mutual funds and ETFs to create diversified asset allocations with ongoing monitoring and a blend of analytical approaches.

General retirement planning Income planning Wealth management Concentrated stock management Retired Founder/Business Owner
user avatar

Kenneth F

Series 63

Wilton Manors, FL

Fusco Financial Services Inc

Kenneth Fusco is a financial advisor with Fusco Financial Services Inc in Wilton Manors, FL, holding a Series 63 designation and over 53 years of industry experience. He has been with Securities America, Inc. since 1999 and has been involved with Fusco Financial Services since 1981. Outside of his advisory work, he is a landlord for a rental property. Fusco Financial Services advises individuals—including high-net-worth clients—as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides financial planning and discretionary portfolio management, typically using mutual funds and exchange-traded funds to achieve diversified asset allocation with ongoing monitoring and a mix of fundamental, technical, cyclical, and charting analyses.

General retirement planning Income planning Wealth management Concentrated stock management Retired Founder/Business Owner
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