Susan Gavrich is a CFP-designated registered investment advisor at Seasonal Strategy, based in Alameda, CA, with 9 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 45 clients with $59M 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 | 0.80% |
| $1.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Clients who are co-managed by Shaker will pay a fee in addition to Seasonal Strategy's standard fee schedule. Shaker's co-management fee is an asset-based fee of 1.00% per year on all account values. Fees may be reduced for certain clients, resulting in second or third tier fees (ie, 0.6% or 0.4%), regardless of portfolio size, as follows: Clients who are relatives or friends of Seasonal Strategy employees; Clients referred by existing clients; Existing clients referring new clients; Clients with smaller portfolios who have simpler asset management needs.
Fee Estimator
Location
Alameda, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Seasonal Strategy
Moneywell
State Registrations2 states
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