TrueAdvisor
TrueAdvisor
MS
MS

Mark Richard Shaurette

Fusion Capital, LLC
13 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Fusion Capital, LLC
Compensation
Fee-Only (AUM)
Firm Size
4 advisors
Number of Clients
674 clients
Average Client Portfolio
$602K average
Assets Under Management
$405.4M

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.90%
$1.0M - $3.0M1.70%
$3.0M - $5.0M1.50%
$5M+1.50%

Fees negotiable for assets above $5 million.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$1,500

Location

1459 Stuart Engals Blvd, Suite 301, Mt. Pleasant, SC, 29464

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History

Regulatory History (1)
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Judgment / Lien
May 2012
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Mark is the President and 100% owner of four companies: SC Financial LLC (tax preparation and accounting, full-time), Circle Realty LLC (real estate broker, minimal time), Atlantic Solutions LLC (securities trading, a few hours per week), and SC Advisory Group LLC (created to receive income from Fusion Capital). None of these activities involve selling insurance products.

Employment History
Current Registrations
Fusion Capital, LLC
November 2015 - Present · 10 yrs 3 mos
Previous Registrations
Hynes Advisory Group LLC
October 2014 - December 2015 · 1 yr 2 mos
USA Tax & Insurance Services, INC.
November 2007 - December 2009 · 2 yrs 1 mo
State Registrations1 state
SC
Advisor
Exams
No exam information available for this advisor.