Fusion Capital, LLC

Fusion Capital, LLC (CRD# 154726) is a financial advisory firm headquartered in Mount Pleasant, SC. They manage $90,687,470 in 809 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    91
    MILLION
  • Total Number of Accounts
    809
    ACCOUNTS
  • Average Account Value
    $112,098
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA, NC, NY, SC

Financial Advisors at Fusion Capital, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Jason M. Mengel
CRD#: 5099803
1459 Stuart Engals Blvd, Suite 301, Mount Pleasant, SC 29464
96
Wealthminder
score

Jason Mengel (CRD# 5099803) is an Investment Advisor Representative working at Fusion Capital, LLC in Mount Pleasant, SC and has over 9 years of experience in the finance industry. Jason Mengel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Daniel R. Webster
CRD#: 5464146
1459 Stuart Engals Blvd, Suite 301, Mount Pleasant, SC 29464
93
Wealthminder
score

Daniel Webster (CRD# 5464146) is an Investment Advisor Representative working at Fusion Capital, LLC in Mount Pleasant, SC and has over 9 years of experience in the finance industry.

3
Stephen G. Dyer
CRD#: 5978181
2820 B Hillcreek Dr., Augusta, GA 30909
90
Wealthminder
score

Stephen Dyer (CRD# 5978181) is an Investment Advisor Representative working at Fusion Capital, LLC in Augusta, GA and has over 6 years of experience in the finance industry.

4
Clint E. Martin
CRD#: 6060417
1459 Stuart Engals Blvd, Suite 301, Mount Pleasant, SC 29464
88
Wealthminder
score

Clint Martin (CRD# 6060417) is an Investment Advisor Representative working at Fusion Capital, LLC in Mount Pleasant, SC and has over 3 years of experience in the finance industry.

5
Mark R. Shaurette
CRD#: 5445586
3294 Ashley Phosphate Rd., Suite 1e, North Charleston, SC 29418
69
Wealthminder
score

Mark Shaurette (CRD# 5445586) is an Investment Advisor Representative working at Fusion Capital, LLC in North Charleston, SC and has over 10 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.