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 Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 45 clients with $66M 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% |
Minimum annual fee is $3,000. Fees may be reduced for relatives, friends, or client referrals. Co-management with Shaker Financial Services adds a 1.00% annual fee on all account values. Portfolio consulting is charged at 0.25% annually with a $2,500 minimum.
Fee Estimator
Location
Alameda, CA
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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 →Employment History
Current Registrations
Seasonal Strategy
Moneywell
State Registrations2 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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