FUSION FINANCIAL

Overview

Fusion Financial operates as a small, independent registered investment adviser run as a sole proprietorship that serves individual and family clients. The firm mixes financial planning and discretionary portfolio management with business lines in real estate brokerage, insurance brokerage and other financial product sales. That combination suggests advisors at Fusion Financial can pair standard investment management — largely equity-focused — with direct real estate activity and insurance solutions for clients who need both transactional services and ongoing advice. Investment activity is centered on equities. The firm’s stated preference is exchange-traded equities, which it uses as the primary vehicle for client portfolios. Fee arrangements are flexible: percentage of AUM, hourly engagements and fixed fees are all on the menu, allowing the firm to work with smaller client balances and project-based planning engagements as well as ongoing asset management. Fusion Financial is not identified as an active ESG investor and does not operate as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices