Suzanne Abrams
Suzanne Abrams is a registered investment advisor at Lundeen Abrams Advisors, LLC, based in Minnetonka, MN, with 20 years of industry experience. Suzanne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 60 clients with $19M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.65% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.55% |
Fees are generally negotiable. LAA also uses Envestnet, which charges its own fee ranging from 0.05% to 0.80% of your portfolio. The total fee for LAA and Envestnet will not exceed 2.45% of your portfolio.
Fee Estimator
Location
13100 Wayzata Blvd, Suite 360, Minnetonka, MN, 55305
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Suzanne facilitates ethical will writing workshops, serves as an investment advisor with Arbor Point Advisors (full-time), and is a member of the Minnesota Sinfonia Board of Directors. Additionally, Suzanne is an insurance agent and hosts events for women entrepreneurs, and receives film residuals.
Employment History
Current Registrations
Lundeen Abrams Advisors, LLC
Previous Registrations
Lundeen Abrams Advisors, LLC
Arbor Point Advisors
United Advisors
Securities America, INC.Broker
Kdv Wealth Management LLC
Valmark Securities, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
AXA Advisors, LLCBroker
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.