Suzanne Saville
Suzanne Saville is a registered investment advisor at LPL Financial LLC, based in Needham, MA, with 20 years of industry experience. Suzanne is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
75 2nd Ave Suite 605, Needham, MA, 02494
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2025Customer Dispute
August 2015Other Business Activities
Suzanne operates Tailored Wealth Management as a DBA for her LPL business. This activity is investment-related.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Citizens Securities, INC.
Citizens Securities, INC.Broker
LPL Financial LLCBroker
Banc of America Investment Services, INC.Broker
Citigroup Global Markets INC.Broker
State Registrations10 states
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.
Exams
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