Susan Monahan is a registered investment advisor at Ally Invest Advisors, based in Charlotte, NC, with 23 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 79,943 clients with $1.4B 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 $250K | 0.85% |
| $250K - $1.0M | 0.80% |
| $1M+ | 0.75% |
This fee schedule applies to the Personal Advice service. Market-Focused Robo Portfolios have a 0.30% annual fee. Cash-Enhanced Robo Portfolios and Invest Simply portfolios have no advisory fee. Guided Advice has a 0.50% annual fee.
Fee Estimator
Location
601 S. Tryon Street, Suite 100, Charlotte, NC, 28202
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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 Activities
Susan works as an Associate Specialist - Invest Services for both Ally Invest Advisors and Ally Bank. She spends about 10-20% of her time supporting Ally Invest customers and performing account maintenance and providing education on deposit product offerings for Ally Bank customers.
Employment History
Current Registrations
Ally Invest Advisors
Ally Invest Securities LLC
Ally Invest Securities LLCBroker
Previous Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
National Asset Management, INC.
National Securities CorporationBroker
Quest Capital Strategies, INC.
Quest Capital Strategies, INC.
Quest Capital Strategies, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Harbour Investments, INC.
Harbour Investments, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Uvest Financial Services Group, INC.Broker
Focused Investments L.L.C.Broker
Edward JonesBroker
State Registrations52 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.