Susan Barnett
Susan Barnett is a registered investment advisor at J.P. Morgan Securities LLC, based in Mercer Island, WA, with 27 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 1,055,400 clients with $350B 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 $250K | 1.45% |
| $250K - $500K | 1.30% |
| $500K - $1000K | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $15.0M | 0.55% |
| $15.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
The Advisory Fee rate for assets invested in the Fixed Income Advisory Program (FIAP) is 0.70%. The Advisory Fee rate for assets invested in the Liquidity Management Strategy (LMS) is 0.40%. Effective November 10, 2025 the Advisory Fee rate for new LMS investors and LMS proposals dated on or after November 10, 2025 will be 0.60%.
Fee Estimator
Location
7900 SE 28th Street, Suite 101, Mercer Island, WA, 98040
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2022Other Business Activities
Susan co-owns rental property since 2020. She dedicates minimal time to this investment-related activity.
Employment History
Current Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Previous Registrations
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Unionbanc Investment Services, LLCBroker
Unionbanc Investment Services, LLC
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Wamu Investments, INC.
Wamu Investments, INC.Broker
Wm Financial Services, INC.Broker
State Registrations26 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.