Suzanne Lockwoodfisher is a registered investment advisor at Dhjj Financial Advisors, based in St. Charles, IL, with 32 years of industry experience. Suzanne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 390 clients with $540M 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 - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees may vary depending on the services provided. Clients with less than $250,000 are charged 1.75%.
Fee Estimator
Location
2560 Foxfield Rd. Suite 300, St. Charles, IL, 60174
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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
Dhjj Financial Advisors
Previous Registrations
LPL Financial LLCBroker
Cetera Advisor Networks LLCBroker
Ing Financial Advisers, LLCBroker
Aetna Life Insurance and Annuity CompanyBroker
Aetna Capital Management, INC.Broker
State Registrations1 state
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