Susan Linkous
Susan Linkous is a registered investment advisor at The Linkous Group, LTD., based in Fountain Hills, AZ, with 28 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, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 88 clients with $55M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The Linkous Group offers asset management and comprehensive portfolio management services. The annual fee is a negotiated percentage of your portfolio's value, not exceeding 1.5%. Fees are billed quarterly in advance. A minimum account balance of $100,000 is required for these services. Fees may be negotiable.
Location
13225 N. Verde River Dr., Suite 203, Fountain Hills, AZ, 85268
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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 ActivitiesSells Insurance
Susan has a non-variable insurance DBA called The Linkous Group, Ltd. since 2002 and is a registered investment advisor under the same name since 2006. She is also a notary public, providing free services to clients, which takes minimal time.
Employment History
Current Registrations
The Linkous Group, LTD.
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Investment Professionals, INC.Broker
Intersecurities, INC.Broker
Banc One Securities CorporationBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations11 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.