Suzzanne Cross is a registered investment advisor at Fifth Third Securities, INC., based in Owosso, MI, with 23 years of industry experience. Suzzanne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 43,031 clients with $9.1B 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 | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.80% |
Fees are negotiable. In the Passageway One Program, if the client selects to receive the Tax Overlay Service, this optional service has an additional fee on top of the Passageway Program Standard Fee Schedule.
Fee Estimator
Location
123 North Washington, Owosso, MI, 48867
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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
Suzzanne volunteers at Memorial Healthcare Auxiliary Hospital, working in the gift shop, at the information desk, or driving a courtesy cart a few hours per week. She is also the Vice President of Curwood Festival, Inc., a non-profit organization, dedicating minimal time annually to board member duties and committee leadership.
Employment History
Current Registrations
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
State Registrations25 states
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