Fusion Capital offers investment management services tailored to clients' financial situations, goals, and risk tolerance. Fusion may recommend third-party sub-advisers and monitors their performance. Fusion also offers actively managed model portfolios. Clients can impose reasonable restrictions on their accounts. Fusion professionals may recommend insurance products and earn a commission for doing so.
Assets Under Management$410M
Clients674
Advisors4
Avg. per Client$600K
Avg. per Advisor$100M
www.linkedin.com/in/dan-webster-3214628 ·www.fusioncapital.net ·www.linkedin.com/in/jason-mengel-cfp-44744920
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$1,500
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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