Susan Metcalf is a CFA-designated registered investment advisor at Caldwell Sutter Capital, INC., based in Sweet, ID, with 40 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 Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 546 clients with $610M 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 | 1.50% |
Annual portfolio management fees vary by strategy and asset class, ranging up to 1.5% (0.5% for fixed income and private funds, 1.0% for exchange-traded and closed-end funds, and up to 1.5% for individually researched equities in the CS Value strategy; 0.15% to 1.5% for the CS Strategic Diversified strategy). Fees are negotiable.
Fee Estimator
Location
Sweet, ID
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Susan is a managing partner of a family partnership that owns and rents ranch property, requiring a few hours per week. She is also the Vice President of Letha Irrigation and Water Company, dedicating minimal time to this role.
Employment History
Current Registrations
Caldwell Sutter Capital, INC.
Caldwell Sutter Capital, INC.Broker
Previous Registrations
Sutter Securities IncorporatedBroker
Morton Clarke Fu & Metcalf, INC.
Morton Clarke Fu & Metcalf, INC.Broker
Painewebber IncorporatedBroker
Kidder, Peabody & CO. IncorporatedBroker
State Registrations7 states
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