Susan Priem
Susan Priem is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Rochester, NY, with 39 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 Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B 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 $750K | 2.25% |
| $750K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.
Fee Estimator
Location
Rochester, NY
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2008Other Business ActivitiesSells Insurance
Susan is involved in fixed insurance sales, licensed since 1987, dedicating minimal time. She also co-owns Hydrangea Cottage on Seneca Lake, LLC, a real estate entity, and owns Priem Financial Group LLC, which facilitates securities, advisory, and insurance business, taking up all of her time.
Employment History
Current Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
American Express Financial Advisors INC.Broker
State Registrations19 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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