Susan Marki
Susan Marki is a CFA, CFP-designated registered investment advisor at Marki Financial Services, LLC, based in La Canada Flintridge, CA, with 15 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 29 clients with $67M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable. At MFS's discretion, they may combine the account values of family members living in the same household to determine the applicable management fee.
Fee Estimator
Location
La Canada Flintridge, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Susan is the trustee of her nephews' trusts, helping to manage their financial interests. This work is investment related and takes a few hours per week.
Employment History
Current Registrations
Marki Financial Services, LLC
State Registrations1 state
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