Susan Big
Susan Big is a registered investment advisor at Flagship Wealth Advisors, LLC., based in Wakefield, MA, with 26 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 447 clients with $610M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Flagship Wealth Advisors offers investment management services through Advisor Managed Portfolios and Model Portfolios programs.
For Advisor Managed Portfolios, the annual fee is a percentage of your portfolio:
- First $1,000,000 — 1.00%
- Next $1,000,000 to $2,000,000 — 0.80%
- Next $2,000,000 to $5,000,000 — 0.60%
- Next $5,000,000 to $25,000,000 — 0.40%
- Next $25,000,000 — 0.30%
For Model Portfolios, the annual fee is a percentage of your portfolio:
- $0 - $250,000 — 1.75%
- $250,000 - $500,000 — 1.75%
- $500,000 - $750,000 — 1.60%
- $750,000 - $1,250,000 — 1.50%
- $1,250,000 - $2,000,000 — 1.30%
- $2,000,000 - $5,000,000 — 1.10%
- Over $5,000,000 — 0.90%
Fees are negotiable and debited from your account quarterly. If you terminate your account, the fee will be credited back to you on a pro-rata basis.
Location
301 Edgewater Place, Suite 400, Wakefield, MA, 01880
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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 →Other Business ActivitiesSells Insurance
Susan determines client needs for life insurance or fixed rate annuities and uses the Vive platform to generate quotes and submit applications. She also works as an Investment Advisory Representative for Flagship Wealth Advisors, LLC, dedicating about two-thirds of her time to this role.
Employment History
Current Registrations
Flagship Wealth Advisors, LLC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Wealth, INC.
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations8 states
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