Susan Somers is a registered investment advisor at Capital Cities, LLC, based in Indianapolis, IN, with 22 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 19 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Capital Cities' fees are customized based on the amount of work involved, client-specific needs, and account size. Fees can be a percentage of assets or a fixed fee, ranging from 0.05% to 1.00% of the asset value per year, or a fixed fee for a predetermined period. Fees are paid quarterly in advance or in arrears. Individual project fees are negotiated one-time fees due upon completion.
Location
426 East New York Street, Indianapolis, IN, 46202-3602
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Capital Cities, LLC
Previous Registrations
Capital Cities, LLC
Capital Cities Investments
Triad Advisors LLCBroker
Mutual Service CorporationBroker
State Registrations1 state
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