Susan Allen
Susan Allen is a CFP-designated registered investment advisor at Great Valley Advisor Group, LLC, based in Newtown, PA, with 44 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 33,099 clients with $9.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 2.25% |
| $1.0M - $3.0M | 2.00% |
| $3M+ | 2.00% |
Fees and account value tiers are subject to negotiation at the sole discretion of Great Valley Advisor Group.
Fee Estimator
Location
780 Newtown Yardley Rd, #310, Newtown, PA, 18940
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2017Customer Dispute
February 1996Other Business ActivitiesSells Insurance
Susan is involved in several business activities, including non-variable insurance sales (life, health, LTC, disability, fixed annuity) and real estate rental. She also serves as an investment advisor representative under Great Valley Advisor Group, Inc., and is an agent for Long Term Care Solutions and the long term care division of The Capital Legacy LLC.
Employment History
Current Registrations
Great Valley Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Associated Securities CORP.
Associated Securities CORP.Broker
Strategic Wealth Advisors Group
Fsc Securities Corporation
Fsc Securities CorporationBroker
Lincoln Investment Planning, INC.Broker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.