949.457.2500
Financial Planning
How Much do We Charge?
Investment Advisorsy Services
We offer our clients a free initial Get to Know meeting, which can be conducted in person or by phone. There is no obligation for client to continue the work with our firm. For hourly engagements, we give you an up front estimate of the expected fee. We can assist you on implementig the financial plan or you can do it yourself.
Fusion Financial is a Fee-Only Financial Planning Firm and will earn compensation through fees and management services¹.
Fusion FInancial offers comprehensive investment advisory services for an annual fee charged as a percentage of assets under management. Both equity and fixed income portfolios will be charged based on the following schedule:
¹. Unless otherwise disclosed and agreed. Fusion Financial does not negotiate its management fee, but does offer discounts to select friends, employees and family.
