Susanna Robinson
Susanna Robinson is a registered investment advisor at Peak Planning Group, LLC, based in Raleigh, NC, with 25 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 717 clients with $650M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Peak Planning Group manages investments for a fee based on a percentage of the value of your portfolio. The exact fee is agreed upon in your investment advisory agreement and can vary based on the size and complexity of your account. The fee is calculated quarterly in advance based on the value of your portfolio. Employees and their family members may receive a reduced fee. Fees may be negotiable.
Location
210 W. Millbrook Road, Raleigh, NC, 27609
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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
Susanna is an agent for non-variable insurance through Resource Management Associates II since 2004, dedicating minimal time. She is also involved with a support company, a non-profit investment trust, rental real estate, and two family trusts, all requiring minimal time commitment.
Employment History
Current Registrations
Peak Planning Group, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
State Registrations1 state
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.