Susan Burke is a registered investment advisor at Iqvestment, LLC, based in Charlotte, NC, with 25 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 235 clients with $22M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IQvestment offers investment management through wrap fee programs. The fees vary depending on the advisor and can be a flat monthly fee (up to $9.95 for certain account sizes) or a percentage-based fee (up to 0.35% charged quarterly). These fees cover advisory services, trading commissions, custodial services, and account reporting. Clients should refer to their Investment Management Agreement for specific fee details. Investment advice is provided exclusively through IQvestment's online digital platform.
Location
Charlotte, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Iqvestment, LLC
Previous Registrations
LPL Financial LLCBroker
Wachovia Securities, LLCBroker
Vanguard Marketing CorporationBroker
Transamerica Securities Sales CorporationBroker
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.