Susan Eldridge
Susan Eldridge is a registered investment advisor at LPL Financial LLC, based in Manchester, NH, with 42 years of industry experience. Susan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
686 Chestnut Street, Manchester, NH, 03104-3009
Get directionsHistory
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 provides investment advisory services through Eldridge Investment Advisors, Inc., dedicating full-time hours to this activity. She is also the owner of an insurance agency, Stephen Eldridge & Co., Inc.
Employment History
Current Registrations
LPL Financial LLC
Eldridge Investment Advisors INC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
LPL Financial LLC
Fechtor, Detwiler & CO., INC.Broker
Hopper Soliday & CO., INC.Broker
Robert C. Carr & CO., INC.Broker
State Registrations25 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.
Exams
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