Fusion Capital, LLC is a financial advisory firm based in Mt. Pleasant, South Carolina. It currently has approximately $273,664,761 of assets under management and employs about 7 people. Fusion Capital, LLC uses a fee structure of and a percentage of assets under your management.

JP Wealth Management Inc. is an SEC registered investment adviser established in June 2004, owned by Mark Perlson and John F. Carey. The firm offers financial planning, consulting, and investment management services. Clients must enter into written agreements with JPWM before receiving services. As of February 19, 2025, JPWM managed $252,392,860 in assets on a discretionary basis. The firm tailors its services to individual client needs, providing comprehensive financial planning and consulting services covering investments, retirement, education, and cash flow needs. Clients have full discretion over implementing recommendations. For investment management, JPWM allocates assets among various securities based on client objectives. Fees are charged on a fee basis, including fixed fees, hourly fees, and fees based on assets under management. The annual fee ranges from 0.40% to 1.00% based on portfolio value. JPWM does not provide performance-based fees. The firm serves individuals, pension plans, trusts, and corporations, imposing a minimum annual fee of $10,000. JPWM's investment analysis is fundamental, focusing on economic and political conditions. The firm emphasizes diversified asset allocation and globally diversified portfolios. Clients have investment discretion, and JPWM may vote proxies on their behalf. The firm receives economic benefits from Schwab, which provides custody and brokerage services. Clients receive regular account reviews and reports. JPWM has a Proxy Voting Committee and Proxy Voting Policies and Procedures.

Carroll Investors, Inc. is a registered investment adviser based in Mt Pleasant, SC, established on 01/01/2021, with Stephen Carroll as the President and sole owner. The firm offers discretionary portfolio management services, granting authority to manage client accounts without prior approval for transactions. They primarily advise on exchange-traded securities, focusing on growth stocks. The firm may also recommend various investments based on client goals. Carroll Investors, Inc. acts as a fiduciary, obligated to act in clients' best interests, especially regarding rollover recommendations for retirement accounts. The firm manages $213,328,684 in client assets on a discretionary basis. Fees for portfolio management services range from 1.00% to 3.00% annually, billed quarterly based on account balance. The firm may combine account values of family members to determine applicable fees. Clients are not required to have a minimum account size, but a minimum annual fee of 1% may apply. Carroll Investors, Inc. does not accept performance-based fees or engage in side-by-side management. Clients have the option for non-discretionary portfolio management services, where transactions require client approval. The firm's investment strategies focus on long-term growth equity, with a holistic approach to selecting individual companies. Clients are advised to consult a tax professional regarding investment tax implications. Carroll Investors, Inc. does not vote proxies on behalf of clients and does not receive compensation for client referrals. The firm does not have custody of client funds but may facilitate wire transfers with client authorization. Clients receive trade confirmations and statements from the custodian. The firm does not have any disciplinary events to report and does not participate in class action lawsuits on behalf of clients. Carroll Investors, Inc. does not have financial conditions impairing its ability to meet commitments. The firm offers investment discretion and may aggregate trades for efficiency. Clients are responsible for voting securities and are encouraged to consult with a tax professional before making IRA rollover decisions.