Susan Malloy
Susan Malloy is a registered investment advisor at M Capital Wealth Management, LLC, based in Cheraw, SC, with 19 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 72 clients with $50M 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 $4.0M | 1.50% |
| $4M+ | 0.75% |
MCWM may negotiate special fee arrangements where MCWM deems it appropriate under the circumstances.
Fee Estimator
Location
901 Chesterfield Highway, Suite B, Cheraw, SC, 29520
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2016Other Business Activities
Susan owns rental property through Malloy Home Place, LLC, dedicating minimal time to it. She also serves as Corporate Secretary for Malloy & Company, attending board meetings four times per year.
Employment History
Current Registrations
M Capital Wealth Management, LLC
Previous Registrations
Edward Jones
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.