Susan Forgasch
Susan Forgasch is a CFP-designated registered investment advisor at Westco Advisory Services, INC., based in Lynbrook, NY, with 34 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 324 clients with $250M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $7.5M | 0.75% |
| $7.5M - $10.0M | 0.65% |
| $10.0M - $15.0M | 0.50% |
| $15M+ | 0.40% |
Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Location
77 Hempstead Ave, Lynbrook, NY, 11563-1637
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 ActivitiesSells Insurance
Susan is the mayor of the Village of Kensington, a non-investment related role with no compensation. She is also a self-employed insurance agent selling life, disability, long-term care, and fixed annuities, compensated by commission.
Employment History
Current Registrations
Westco Advisory Services, INC.
Westco Investment CORP.Broker
Westco Investment CORP.
Previous Registrations
W. S. Griffith & CO., INC.Broker
Royal Alliance Associates, INC.Broker
State Registrations2 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.