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Jason Mengel, CFP

Co-Founder, Fusion Capital

Phone: 843.972.0065

Jason Mengel holds a Certified Financial Planner designation, and is a member of the Financial Planning Association. In 2010, he co-founded Fusion Capital, which has three offices in South Carolina: Charleston, Myrtle Beach and Aiken. Mengel graduated from Wofford College in Spartanburg, South Carolina, with a B.A. in finance. He is a member of the Isle of Palms Exchange Club, and is a member of the Professional Palmetto Society. Mengel is a contributing columnist for the "Island Eye" newspaper in Charleston.

Latest Features

Building Wealth
November 2017

This Old-School Retirement Rule No Longer Applies

Modern-day asset allocation is a lot trickier than the traditional rule of thumb that so many people go by.

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Building Wealth
June 2017

With Stocks: Too Much of a Good Thing Might Not Be a Good Thing

That stock that did so well for you over the years? Don't get so attached that you hold back when it's time to rebalance.

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Building Wealth
February 2017

Fee Or Commission: How’s Your Adviser Being Paid And What’s Best For You?

Ask yourself this: Am I a buy-and-hold investor who doesn’t need a lot of hand-holding, or do I need more comprehensive services?

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