Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.60% |
| $3.0M - $5.0M | 1.50% |
| $5.0M - $7.5M | 1.25% |
| $7.5M+ | 1.00% |
All fees are negotiable.
Fee Estimator
The annual fee for portfolio management is a percentage of assets under management, paid quarterly in advance. The fee includes certain brokerage commissions and third-party manager fees. A minimum annual fee of $20,000 is generally applied, unless waived. Fees are negotiable based on individual needs, account size, and requested services. The wrap fee may be more or less than fees charged separately for management and transaction brokerage services.
Areas of Practice
Advisor Information
Office location
7328 East Deer Valley Road, Suite 105, Scottsdale, AZ, 85255
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Susan is a partner, co-owner, CCO, and COO of Capital Insight Partners, a registered investment advisor, dedicating full-time hours to this role. She also works as an insurance agent, selling insurance to existing RIA clients and servicing existing policies, spending a few hours per week on this activity.