Susan Hurschman
Susan Hurschman is a ChFC-designated registered investment advisor at J. W. Cole Advisors, INC., based in Plantation, FL, with 39 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 29,614 clients with $7.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
J.W. Cole Advisors' investment management fees are based on a tiered schedule, meaning the percentage you pay decreases as your portfolio grows. The exact fee can be negotiated and may be a flat rate instead of tiered. The maximum fee is generally 3.00% and the minimum is 0.25%. There is also a program fee charged, which covers services provided by JWCA and the custodian of your account. You'll pay these fees quarterly, regardless of how many trades are made. Some advisors may or may not pay transaction costs.
Location
7901 SW 6 Court, Suite 320, Plantation, FL, 33324
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 1989Other Business ActivitiesSells Insurance
Susan sells non-variable insurance products, including fixed life, fixed annuities, and health insurance. She also operates under the DBA Integrity Wealth Planning, Inc. and has been a trustee for a family member since 2015.
Employment History
Current Registrations
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Previous Registrations
Oneamerica Securities, INC.Broker
Oneamerica Securities, INC.
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
Raymond James & Associates, INC.Broker
State Registrations2 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.