Fusion Capital, Llc
Mt. Pleasant, South Carolina
3.0
2 Reviews
Fusion Capital, LLC is a highly reputable investment advisory firm headquartered in Mt. Pleasant, SC, serving a diverse clientele of over 620 individual clients. With assets under management totaling a staggering $273,665,000, Fusion Capital boasts an impressive track record in effectively managing and growing their clients' investments. As a small yet dynamic firm, Fusion Capital operates from three offices strategically located to provide personalized services to their valued clients. Their expertise lies in handling employer 401Ks and individual portfolios, with nearly half of their assets under management originating from the...
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Assets Under Mgmt

$273.66M

Investment Professionals

3

Locations

2

% 401K & Individual

56%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
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