Suzanne Powell
Suzanne Powell is a registered investment advisor at Meridian Wealth Management, LLC, based in The Villages, FL, with 22 years of industry experience. Suzanne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 5,533 clients with $5B 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 | 2.00% |
Fees range from 0.0% to 2.0% annually and are negotiable based on account complexity and the level of service provided.
Fee Estimator
Location
2462 Burnsed Boulevard, The Villages, FL, 32163
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2023Other Business ActivitiesSells Insurance
Suzanne is a managing member and insurance producer at Capital Strategies Group LLC, selling life insurance and annuities, dedicating a few hours per week. She also serves as Board Chair for Arbor Youth Services, owns rental properties through 2257 Alexandria LLC and Arya Properties LLC, and is a contributing author to a book on women's finances.
Employment History
Current Registrations
Meridian Wealth Management, LLC
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
State Registrations2 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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