Susan Agiert
Susan Agiert is a registered investment advisor at Mutual Advisors, LLC, based in Omaha, NE, 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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,463 clients with $6.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mutual Advisors charges an annual management fee based on the complexity of your financial situation, the services provided, the experience and standard of fees charged by your advisor, and the value of the assets in your account. This fee is negotiable with your advisor. The annual fee ranges up to 2.00% and is assessed quarterly or monthly in advance. Fees can be structured as a fixed percentage, a tiered fee schedule, or a linear fee schedule.
For American Funds F2 Direct Accounts, the annual fee ranges from 0.25% up to 1.25% annually, calculated and debited quarterly in arrears based on an average daily balance.
Location
9140 W Dodge Road, Suite 230, Omaha, NE, 68114
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Regulatory History (1)
Employment Separation After Allegations
May 2012Other Business ActivitiesSells Insurance
Susan sells homemade items and provides Goldendoodle stud services. She also operates Agiert Insurance Services as a sole proprietorship, offering Medicare insurance services, dedicating about 10-20% of her time to this.
Employment History
Current Registrations
Mutual Advisors, LLC
Mutual Securities, INC.
Mutual Securities, INC.Broker
Previous Registrations
Mutual Advisors, LLC
Financial West GroupBroker
Financial West Group
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
First Union Securities, INC.Broker
John Nuveen & CO., IncorporatedBroker
State Registrations50 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.