FUSCO FINANCIAL SERVICES INC

Overview

Fusco Financial Services Inc is an independent registered investment adviser and insurance broker that provides financial planning and portfolio management primarily for individuals, families and small businesses. The firm registered with the SEC in 2021 and is individually owned. Its advisory offering combines traditional public fund strategies with access to third‑party alternative managers and insurance products. Fee arrangements are flexible: the firm charges a percentage of AUM, and also uses hourly and fixed fees and commission-based structures depending on the engagement. Investment activity is centered on pooled public funds and mutual funds as the core building blocks of client portfolios, with selective allocations to alternative strategies to add income, diversification and access to less-correlated sources of return. Fusco Financial Services Inc does not identify as an active ESG investor and is not structured as a capital allocator, but it places client capital with external alternative managers where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices