Susan Hodess
Susan Hodess is a CFP-designated registered investment advisor at Arrow Financial Group, based in Farmington Hills, MI, with 42 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 25 clients with $22M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ARROW Investment Management offers several investment management platforms with different fee structures:
- Advisor Managed Portfolios (Wrap Fee): Fees range up to 2.50% annually, including administrative and advisory fees. The specific rate depends on the amount you invest.
- Advisor Managed Portfolios (Non-Wrap Fee): Fees range up to 2.30% annually, plus separate transaction charges per trade.
- Model Portfolios Program: Fees range from 1.25% to 1.50% annually, depending on the amount you invest.
- SMA and UMA Program: Fees range up to 1.50% annually, including a platform fee and a manager fee. The platform fee varies based on the amount you invest.
These fees are negotiable.
Location
31800 Northwestern Highway, Suite 300, Farmington Hills, MI, 48334
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Regulatory 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 owns Capital Consulting Group and Financial Advisors and has been a licensed insurance agent for over 30 years as part of her financial planning business. She is also an investment advisor with Arrow Investment Management, a board member of Hebrew Free Loan, and a registered representative with Arrow Financial Solutions, spending more than full-time hours on the latter.
Employment History
Current Registrations
Arrow Financial Group
Osaic Wealth, INC.Broker
Previous Registrations
Sunamerica Securities, INC.Broker
Princor Financial Services CorporationBroker
G. R. Phelps & CO., INC.Broker
First Investors CorporationBroker
State Registrations9 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.