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CONTROL YOUR PAYOUTS, PRODUCTS, AND TIME

Simplified technology, asset management, and ops support for financial advisors

Fusion is a tech-enabled RIA delivering financial freedom to financial advisors, led by a commitment to pricing our solutions differently than other broker-dealers and RIAs. Using an integrated platform, Fusion empowers you to run your practice with efficiency, flexibility, and control. We combine innovative fintech with a deep operational infrastructure and infinite choices for running your business the way you want. 

WHY FUSION?

Transparent Pricing Icon
Transparent Pricing
Fusion's simple pricing model allows advisors to maintain control over their margins rather than being subject to a fixed payout percentage like many other solutions on the market.
Flexibility & Control
Flexibility & Control
Power your business the way you want, using the products you like. You have the freedom to use third-party managers, multiple custodians, and other tools through seamless integration with our technology.
Ability to Scale
Ability to Scale
Automate and alleviate back-office burdens. Save time, reduce errors, and enhance your client experience by removing friction points.

WHO WE HELP

Fusion advisors are entrepreneurial, independent business owners who thrive on sales and asset gathering. Many of our advisors got their start in the insurance industry, leveraging strengths as sales closers to build a successful annuity practice. These advisors often reach an inflection point where they want to expand into offering investment advisory services and recurring fee-based revenues. 

Advisors come to us looking for more flexibility. They want control over their income, and options for running a more efficient practice. For some, this unlocks the ability to grow their book dramatically. For others, it simply provides more personal free time while maintaining the business' success.

FIND OUT IF YOU ARE A FIT FOR FUSION

Fusion advisors are able to run a highly efficient practice and earn a higher payout, without being constrained by operational limitations. 

Together, our more than 75 partner advisors manage over a billion in AUM with no signs of slowing down. 

WHAT WE DO

technology
A technology platform that simplifies operations and saves advisors time:
  • Ability to open several accounts at once using our streamlined acount opening process, drastically reducing time and the number of DocuSign envelopes required
  • Flexibility to keep existing tools instead of forcing use of specific products
relationships
Relationships with other RIAs and institutional firms for better pricing and investment access:
  • Multi-custodial capabilities
  • Transparency into pricing, payouts, and compensation that advisors lack elsewhere
  • Ability to facilitate succession/sale of advisor's practice to others in the network
portfolio solutions
Portfolio solutions including proprietary models and alternative investments:
  • Low-cost proprietary trading models
  • Access to alternative investments like structured notes and buffered UITs that are difficult for small advisors to obtain
  • Efficient trading and rebalancing processes
investment research
Investment research, guidance and consulting from an institutional-level team:
  • Proprietary developed processes & wizards to guide them through multiple facets of running their business
  • Ongoing education and training
  • Communications to share with advisors' own clients

HOW
IT WORKS

01
share your pain points

Share Your Pain Points

We’ll set up a call to learn about your practice, concerns, and goals. You’ll get a demo of our tech and we’ll answer your questions. We take a consultative approach to solve the challenges and friction points impacting your business in particular.

02
Evaluate Your Options, On Your Time

Evaluate Your Options, On Your Time

Continue to learn more about how Fusion can help you run a highly efficient practice without being constrained by operational limitations. You’ll have full transparency into pricing, payouts, and compensation. When you’re ready to make a decision, we’re ready for you.

03
Transition Quickly with Confidence

Transition Quickly with Confidence

We don’t believe in 90 day transitions. Our proprietary transition tool allows you to move business quickly and efficiently with minimal burden. This collaborative process with Fusion includes assistance with pre-populating and distributing paperwork. We’ll ensure your team is trained and feels supported throughout the transition.

04
Earn More & Gain an Operational Edge

Earn More & Gain an Operational Edge

Boost your payouts and save time through automation and fewer back-office burdens. The Fusion team will provide ongoing education and training, deliver an institutional-caliber operational experience, and enable you to stay focused on your strengths–so you grow your practice the way you'd like.

MEET OUR TEAM

Since 2011, we've delivered financial freedom to financial advisors seeking more control over their business. The Fusion Capital Management leadership team draws from decades of operational expertise, including proven success overseeing thousands of employees and driving growth through innovation and advisor development at larger companies. We are thought leaders and comprehensive partners to our financial advisors, thanks to our team’s extensive background across wirehouse broker-dealers, wholesalers, custodians, and independent advisory channels.

Bryce Engel
Chief Executive Officer
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Justin Koehler
Director of Sales
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Laura Wajs
Chief Compliance Officer
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Robert Pujia
Chief Operating Officer
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GET IN TOUCH

Ready to share your pain points and learn how Fusion’s technology, asset management, and operations can alleviate them?