Susan Skahan is a registered investment advisor at Afg Fiduciary Services, based in Hingham, MA, with 30 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 159 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AFG Fiduciary Services charges a percentage of your portfolio each year for wealth management services. The exact percentage ranges from 0.50% to 1.50% annually, depending on the complexity of your situation, the amount of assets managed, and your overall relationship with AFG. This fee includes typical transaction costs.
Location
2 Essington Drive, Hingham, MA, 02043
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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.
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Susan is dually-registered as an Investment Advisor Representative with AFG Fiduciary Services and as a Registered Sales Assistant with Purshe Kaplan Sterling Investments, Inc. About 90% of Susan's time is dedicated to her role as an Investment Advisor Representative.
Employment History
Current Registrations
Afg Fiduciary Services
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Raymond James Financial Services, INC.Broker
Goldman, Sachs & CO.Broker
Credit Suisse Securities (USA) LLCBroker
Jefferies & Company, INC.Broker
J.P. Morgan Securities INC.Broker
Hambrecht & Quist LLCBroker
Liberty Funds Distributor, INC.Broker
Putnam Mutual Funds CORP.Broker
Gruntal & CO., L.L.C.Broker
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.