Suzanne Highet is a CFA, CFP-designated registered investment advisor at Core Planning, based in Portland, OR, with 21 years of industry experience. Suzanne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 359 clients with $120M 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 $1000K | 1.10% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Fee Estimator
Location
Portland, OR
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Suzanne is the sole proprietor of Highet Advisory LLC, engaging in business consulting since April 2023. She dedicates about a quarter of her time to this business, providing support to registered investment advisors.
Employment History
Current Registrations
Core Planning
Previous Registrations
Cultivating Wealth
Highet Advisory LLC
Ctc Mycfo, LLC
Ctc Consulting, LLC
Gould Asset Management LLC
State Registrations2 states
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