| 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 for amounts over $2,500,000.
9111 Cypress Waters Blvd Suite 140, Dallas, TX, 75019
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Learn about disclosures →Brian is a financial advisor at Coppell Advisory Solutions LLC dba Fusion Capital Management, dedicating full-time hours to financial planning and investment advice. He also works as a fixed insurance/annuity agent for VFG Associates, Inc and provides insurance advice, spending about half his time on these insurance-related activities.