Suzanne Nealgarner
Suzanne Nealgarner is a registered investment advisor at Advanced Tax and Financial Services, INC., based in Kuna, ID, with 23 years of industry experience. Suzanne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 38 clients with $7.4M 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 $500K | 2.00% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fees are negotiable based on the client's individual portfolio management needs.
Fee Estimator
Location
Kuna, ID
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Suzanne is the president of Advanced Tax and Financial Services, Inc., a non-investment-related and RIA firm, since 2001. She works as a certified tax consultant and income tax preparer, dedicating about half of her time to this business.
Employment History
Current Registrations
Advanced Tax and Financial Services, INC.
Previous Registrations
C.J.M. Asset Management, LLC
State Registrations1 state
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