Susan Hart
Susan Hart is a CFP-designated registered investment advisor at Albanyadvisor Group LLC, based in Albany, NY, with 24 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. Their firm serves 412 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AlbanyAdvisor Group's investment management fee ranges from 0.50% to 1.50% annually, based on the amount of assets managed, the complexity of the services, and the overall client relationship. The fee is calculated based on the market value of your investments at the end of each quarter and is deducted from your account. Fees may be negotiable.
Location
20 Corporate Woods Blvd.., Suite 400, Albany, NY, 12211-2396
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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 works full-time as an IAR for AlbanyAdvisor Group since 2021. She is also an agent for PKS Financial selling fixed life insurance and annuity contracts, dedicating minimal time, and owns AAG Insurance Services LLC, spending minimal time on commission reconciliation.
Employment History
Current Registrations
Albanyadvisor Group LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Pks Advisory Services, LLC
Mcdonald Investments INC.Broker
First Albany CorporationBroker
First Albany CorporationBroker
State Registrations11 states
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