Susan Mcgrath is a CFP-designated registered investment advisor at Holcombe & Mcgrath, based in Asheville, NC, with 12 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, Retirement Planning. Their firm serves 268 clients with $160M 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 | 1.00% |
| $500K+ | 1.00% |
For accounts under $500,000, the fee is 1% annually (0.25% quarterly), plus $280 per hour for services provided.
Fee Estimator
Location
12A Bay Street, Asheville, NC, 28801
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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 →Employment History
Current Registrations
Holcombe & Mcgrath
State Registrations3 states
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