Susan Trammel is a registered investment advisor at Missionsquare Retirement, based in Washington, DC, with 12 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 43,868 clients with $6B 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 $100K | 0.50% |
| $100K - $300K | 0.40% |
| $300K - $500K | 0.30% |
| $500K+ | 0.20% |
The standard Managed Accounts Fee Schedule may be waived or discounted by agreement between MissionSquare and your Plan Sponsor. Certain legacy clients of Managed Accounts service pay fees lower than the standard Fee Schedule. If you enroll multiple accounts in Managed Accounts, the lowest Fee Schedule available to you will apply to all of your enrolled Managed Accounts.
Fee Estimator
Location
777 North Capitol Street NE, Suite 600, Washington, DC, 20002-4240
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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 Activities
Susan is a joint property owner with her spouse of a rental property since 2003. A third-party leasing agent manages the property, requiring minimal time from Susan.
Employment History
Current Registrations
Missionsquare Wealth Management
Missionsquare Retirement
Missionsquare Wealth ManagementBroker
Previous Registrations
Securian Financial Services, INC.Broker
Rubicon Global Asset Management, LLC
E*trade Securities, IncorporatedBroker
Piper Jaffray INC.Broker
Dain Rauscher IncorporatedBroker
John G. Kinnard and Company, IncorporatedBroker
Dain Bosworth IncorporatedBroker
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.