Susan Morrison
Susan Morrison is a CFP-designated registered investment advisor at Aan Wealth Advisors LLC, based in Albuquerque, NM, with 21 years of industry experience. Susan 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, Tax Planning. Their firm serves 229 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual management fee and the sub advisor fee, combined, is up to 1.50%. These fees may be negotiated at the discretion of the advisor.
Fee Estimator
Location
7101 Jefferson St NE, Suite C, Albuquerque, NM, 87109
Get directionsHistory
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 owns multiple real estate properties and is the owner/president of Susan Morrison, Inc., her S-corporation for her financial planning business (AAN Wealth Advisors LLC). She also owns Morrison Law, PC, an estate planning law practice, and is an independent insurance broker, dedicating about 10-20% of her time to her law practice and over a third of her time to her financial planning business.
Employment History
Current Registrations
Aan Wealth Advisors LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INC.Broker
Financial Network Investment 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.