Susannah Fletcher is a registered investment advisor at Greybull Advisors, LLC, based in Raleigh, NC, with 5 years of industry experience. Susannah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Greybull Advisors provides investment advice to privately offered investment funds. Greybull is compensated through asset-based management fees. The management fees and profit allocations are generally not negotiable; however, Greybull may waive or modify the fees or profit allocation percentages for certain investors.
Location
Raleigh, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Greybull Advisors, LLC
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations1 state
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