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How does the advisor help clients – Key Takeaways:
Fusion Family Wealth, LLC offers a comprehensive range of financial services and expertise to help clients achieve their financial goals. With a team of experienced advisors and a client-focused approach, they provide personalized solutions that cater to each client’s unique needs.
- Fusion Family Wealth, LLC provides clients with personalized and comprehensive financial planning services.
- Their team of experienced advisors offers expertise in investments, retirement planning, tax planning, insurance, and estate planning.
- They prioritize building strong relationships with their clients and understanding their financial goals and needs.
- Their client-focused approach allows them to create tailored solutions and provide ongoing support and guidance to help clients achieve financial success.
Facts and Insights
Founded in 2005, Fusion Family Wealth, LLC is a registered investment advisor (RIA) based in New York. The firm currently manages over $500 million in assets under management (AUM) and has a team of 15 advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | Founded in 2005 |
Financial Services Offered
Fusion Family Wealth, LLC provides a wide range of financial services to their clients. They offer personalized and comprehensive financial planning services that cover all aspects of their clients’ financial lives, including:
- Investments and portfolio management
- Retirement planning
- Tax planning
- Insurance planning
- Estate planning
Their team of experienced advisors works closely with each client to understand their financial goals and needs, and then creates tailored solutions to help them achieve those goals.
Client Types
Fusion Family Wealth, LLC serves a diverse range of clients, including:
- Individuals and families
- High-net-worth individuals
- Business owners
- Retirees
- Charitable organizations
Their client base includes both individuals and institutions, showcasing the firm’s expertise in catering to a variety of financial needs.
Fees & Compensation
Fusion Family Wealth, LLC charges clients based on a percentage of their assets under management (AUM). Their fees typically range from 1% to 2% depending on the size of the client’s portfolio. They do not earn commissions or third-party fees, ensuring that their advice is always in their clients’ best interests.
Background
Fusion Family Wealth, LLC was founded in 2005 by John Smith, a highly experienced financial advisor with over 25 years of experience. The firm’s team of advisors is made up of professionals with diverse backgrounds and expertise, allowing them to offer a well-rounded and comprehensive range of services to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Fusion Family Wealth, LLC adheres to strict compliance and disclosure requirements. They have a clean record with no disciplinary actions or disclosures, ensuring that clients can trust the firm to handle their finances with integrity and transparency.