Suzanne Aitchison
Suzanne Aitchison is a registered investment advisor at Liberty Capital Management INC, based in Birmingham, MI, with 30 years of industry experience. Suzanne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 160 clients with $850M 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 | 0.75% |
Fees range from 0.25% to 0.75% and are negotiable based on various factors. There is a minimum annual fee of $2,500.
Fee Estimator
Location
401 S Old Woodward Avenue, Ste 430, Birmingham, MI, 48009
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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 →Employment History
Current Registrations
Liberty Capital Management INC
Previous Registrations
Comerica Securities
Comerica SecuritiesBroker
Ws Griffith Securities, INC.Broker
Mcdonald Investments INC.Broker
Shearson Lehman Hutton INC.Broker
Kidder, Peabody & CO. IncorporatedBroker
State Registrations1 state
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.