Susan Naylor
Susan Naylor is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Jonesboro, AR, with 25 years of industry experience. Susan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,838,984 clients with $1800B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Managed Account Advisors and Merrill Lynch charge an asset-based fee called the Account Fee, which consists of two parts:
- Investment Management and Trust Fee — Paid to Bank of America for its services, with rates set in your client agreement and subject to negotiation based on your portfolio value and account size.
- Style Manager Expense — Paid to the specific manager of your chosen strategy, generally ranging from 0.00% to 0.50% per year, and does not change based on portfolio size.
Total fees vary depending on the specific strategies and account size, and are deducted directly from your account on a regular basis.
Location
2000 Browns Lane Access Rd, Jonesboro, AR, 72401
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2020Other Business Activities
Susan is an officer and board member for Altrusa International Foundation of Jonesboro, Arkansas, Inc. She spends a few hours per week on this activity, with minimal time during trading hours.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations30 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
More Advisors
- Harold Clark, ChFCOsaic Wealth, INC.
- William Gutt, CFPEdward Jones
- Billie Odom, CFPCoppell Advisory Solutions LLC
- Lanita Wheetley, CFPAurelius Family Office, LLC
- Christopher Copeland, CFPWells Fargo Advisors
- Logan Johnson, CFPMML Investors Services, LLC