Susanna Schlangen is a registered investment advisor at Charles Schwab & CO., INC., based in Phoenix, AZ, with 27 years of industry experience. Susanna 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
2423 E Lincoln Dr, Phoenix, AZ, 85016-1215
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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
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
TD Ameritrade, INC.Broker
TD Ameritrade, INC.
Cox Global Associates INC
Geneos Wealth Management, INC.Broker
Purshe Kaplan Sterling InvestmentsBroker
Argentus Advisors, LLC
Argentus Securities, LLCBroker
Alphasource Investment Counsel, INC
Next Financial Group, INC.
Next Financial Group, INC.Broker
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Aig Financial Advisors, INC.
Aig Financial Advisors, INC.Broker
Sunamerica Securities, INC.
Sunamerica Securities, INC.Broker
Spelman & CO., INC.Broker
Sentra Securities CorporationBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations53 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.