Susan Shoemaker is a CFP-designated registered investment advisor at Captrust, based in Southfield, MI, with 16 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 36,839 clients with $1100B 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 | 2.25% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Advisory fees are subject to negotiation based on multiple factors including clients with multiple accounts, size of the account, a prior or existing relationship, and a client’s particular needs or financial characteristics.
Fee Estimator
Location
3000 Town Center, Suite 2650, Southfield, MI, 48075
Get directionsHistory
Regulatory History (1)
Criminal
March 1977Other Business Activities
Susan is the treasurer of Walnut Creek Country Club since 2021, attending finance committee meetings and reporting to the board. This requires a few hours per week.
Employment History
Current Registrations
Captrust
Previous Registrations
Plante Moran Financial Advisors
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.