Susan Guerra
Susan Guerra is a registered investment advisor at Guerra Investment Advisors, based in El Paso, TX, with 19 years of industry experience. Their practice areas include Education Planning, Retirement Planning. Their firm serves 108 clients with $42M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Guerra Investment Advisors charges fees based on a number of factors, including the number of accounts, positions, account objectives, risk tolerances, time expended, and the total amount of assets managed. Fees are negotiable and quoted in advance. Clients agree to allow Guerra Investment Advisors to deduct fees from their accounts quarterly, in arrears, with a quarterly fee notification. Annual fees will not exceed 2.00% and are negotiable.
Location
5845 Cromo Drive, Ste. 1, El Paso, TX, 79912
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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.
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Susan works full-time as an investment advisor at Reuben E. Guerra and Company. This activity is investment-related.
Employment History
Current Registrations
Guerra Investment Advisors
State Registrations1 state
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