FUSE PARTNERS, LLC

8111 Preston Road
Suite 500
Dallas, Texas 75225
Tel: 972-361-1001

About FUSE PARTNERS, LLC

FUSE PARTNERS, LLC, formally registered with the SEC as FUSE PARTNERS, LLC. The firm was established in 01/08/2014. They have over 9 offices throughout the country.

FUSE PARTNERS, LLC is a Dallas, Texas based Financial Planning firm with nearly $903,235,112 assets under management, offering retirement planning & investment advisory services to 1317 clients. The firm is staffed with 36 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	168733
SEC#	801-78506
Assets Managed by Firm	$903,235,112
No. of Clients	1317
No. of Advisors	36

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1317	$903,235,112
Individuals (other than high net worth individuals)	1022	$164,648,647
High net worth individuals	166	$300,819,665
Pension and profit sharing plans	94	$390,498,613
Charitable organizations	3	$446,492
Corporations or other businesses	32	$46,821,695

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