Susan Estep
Susan Estep is a registered investment advisor at Willow Creek Capital Management, INC., based in Missoula, MT, with 38 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $7.0M | 0.80% |
| $7M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Location
432 West Spruce Street, Suite 102, Missoula, MT, 59802
Get directionsHistory
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 owns rental real estate properties and is involved with support companies related to her practice, Estep, Geeting and Weber Capital Management, and Willow Creek Capital Management. She dedicates minimal time to these activities.
Employment History
Current Registrations
Willow Creek Capital Management, INC.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
A. G. Edwards & Sons, INC.Broker
J.P. Morgan Securities INC.Broker
J.P. Morgan Equities INC.Broker
Prudential-Bache Securities INC.Broker
State Registrations34 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.