Susan Hughes
Susan Hughes is a registered investment advisor at Gunn & Company Investment Management, INC., based in Jacksonville, FL, with 26 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 183 clients with $210M 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 $3.0M | 1.50% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable for accounts over $5 million at the discretion of Gunn & Company Investment Management and CPS Investment Advisors. Total fee combines charges from both Gunn & Company Investment Management and third-party manager CPS Investment Advisors.
Fee Estimator
Location
13901 Sutton Park Drive South, Suite 130, Jacksonville, FL, 32224
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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 →Other Business Activities
Susan works as a firm administrator at McCabe Gunn, CPA, PA, a non-investment related CPA firm. This takes about half of her time and is performed during business hours.
Employment History
Current Registrations
Gunn & Company Investment Management, INC.
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.
Exams
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