Beverly Hills, CA Office

Fusion Investment Advisors (Coppell Advisory Solutions, LLC) provides discretionary portfolio management and financial planning to a range of clients including individuals (including high net worth), pension and profit‑sharing plan participants, trusts, estates, charitable organizations, and business entities, managing $1,102,901,302 in client assets as of December 31, 2025 across 8,848 clients supported by 76 advisors. The firm also offers held‑away asset management and periodic rebalancing for ERISA and non‑ERISA retirement plan assets through an account aggregation service called Pontera (formerly FeeX).

Fusion operates an open‑architecture platform that uses asset allocation models created internally or by independent SEC‑ or state‑registered money managers and implements tailored investment strategies on a discretionary basis. The firm employs both fundamental and technical analysis and uses a broad investment toolkit — including equities, mutual funds and ETFs (including leveraged/inverse and buffer ETFs), REITs, options (generally covered), margin strategies, private and alternative funds, and potential cryptocurrency exposure — with continuous monitoring and periodic rebalancing.

Several features in the brochure are atypical for peers and are disclosed up front: the firm consented to an SEC order dated September 24, 2024 finding willful violations of certain recordkeeping, disclosure, and fiduciary provisions and agreeing to disgorgement, prejudgment interest, and a civil penalty totaling $258,466.35. The brochure also discloses operational conflicts and arrangements that may influence recommendations — including associated persons who are registered representatives or licensed insurance agents earning separate commissions (though not on advisory accounts), negotiable advisor compensation structures and account‑level fees, hard‑dollar arrangements with some money managers, model‑licensing and asset‑based payments from First Trust for certain ETP models, and recruitment forgivable/repayable loans — all described as subject to internal policies and client disclosures.