Daniel Webster is a registered investment advisor at Fusion Capital, LLC, based in Mt. Pleasant, SC, with 18 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 674 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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 $5 million. The sub-adviser’s fee is variable depending on the strategy(ies) selected and may change.
Fee Estimator
Location
1459 Stuart Engals Blvd, Suite 301, Mt. Pleasant, SC, 29464
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel is the sole owner and president of Webster Financial and Tax Advisory Group, recommending non-securities insurance products to clients and spending minimal time on insurance sales. He is also a partner in Fusion Realty, LLC, a real estate entity owning commercial properties, dedicating minimal time to this activity.
Employment History
Current Registrations
Fusion Capital, LLC
Previous Registrations
American Investment Services
State Registrations1 state
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