Suzanne Bottoms is a registered investment advisor at Firebrand Wealth Management, LLC, based in New York, NY, with 10 years of industry experience. Suzanne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 100 clients with $79M 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 $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees are negotiable. Financial planning is included for accounts meeting the $750,000 minimum.
Fee Estimator
Location
New York, NY
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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
Suzanne is licensed as an insurance agent in Virginia. However, she is not affiliated with any insurance agency or company and does not actively sell insurance.
Employment History
Current Registrations
Firebrand Wealth Management, LLC
Previous Registrations
Royal Alliance Associates, INC.Broker
Seia
Signator Investors, INC.Broker
Family Management Securities, LLCBroker
Neuberger Berman, LLCBroker
Financial Assets CorporationBroker
State Registrations3 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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