Jason
Mengel
Fusion Capital, LLC
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About this Advisor
Jason Mengel is a certified financial planner based in Mount Pleasant, South Carolina with a total of 13 years of industry experience. Mengel works at Fusion Capital, LLC. Over the course of their career, Mengel has held roles at Mengel Financial Group and Fusion Capital, LLC. Mengel has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Georgia, South Carolina and Texas. Fusion Capital, LLC is an advisory company operating out of Mount Pleasant, SC. The company has offices in two locations and a total of seven financial advisors. It has $274 million in total assets across its 1,585 client accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 1,585 client accounts, just 8% belong to high-net-worth clients who have at least $1 million in assets. Fusion Capital, LLC performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees usually are based on which services the firm provides the client. Fee types billed by Fusion Capital, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fusion Capital, LLC Brokerage Details
$273,664,761
7
1,585
$172,659
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jason Mengel Work History
Jason has been registered as a financial advisor for 13 years.*
Mengel Financial Group
Fusion Capital, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jason Mengel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fusion Capital, LLC
Mount Pleasant, SC
Mount Pleasant, SC
Mount Pleasant, SC
Mount Pleasant, SC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
