Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > south carolina > mt pleasant > FUSION CAPITAL, LLC
FUSION CAPITAL, LLC
1459 Stuart Engals Blvd
Suite 301
Mt. Pleasant, South Carolina 29464
Tel: 843-972-0065
About FUSION CAPITAL, LLC
FUSION CAPITAL, LLC, formally registered with the SEC as FUSION CAPITAL, LLC. The firm was established in 04/21/2017. They have over 3 offices throughout the country.
FUSION CAPITAL, LLC is a Mt. Pleasant, South Carolina based Financial Planning firm with nearly $405,416,172 assets under management, offering retirement planning & investment advisory services to 1809 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 154726 |
| SEC# | 801-110473 |
| Assets Managed by Firm | $405,416,172 |
| No. of Clients | 1809 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1809 | $405,416,172 |
| Individuals (other than high net worth individuals) | 567 | $164,950,502 |
| High net worth individuals | 107 | $240,465,670 |
More Retirement Planning firms in Mt. Pleasant, South Carolina:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $463,475,486,343 | 1910545 | 35841 | |
| $28,309,013,200 | 61 | 510 | |
| $5,519,652,128 | 15301 | 167 | |
| $4,462,882,442 | 42 | 16 | |
| $3,417,068,970 | 420 | 20 |
Explore More Retirement Advisors in Mt. Pleasant, South Carolina