Susan Sariti
Susan Sariti is a registered investment advisor at Northeast Advisory Group, LLC, based in Scranton, PA, with 15 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 100 clients with $56M 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 |
|---|---|
| Up to $100K | 0.60% |
| $100K - $1.0M | 0.50% |
| $1.0M - $2.0M | 0.45% |
| $2.0M - $3.0M | 0.40% |
| $3.0M - $4.0M | 0.35% |
| $4.0M - $5.0M | 0.30% |
| $5M+ | 0.30% |
Fees are not tiered or blended, and are not negotiable. Accounts over $5,000,000 are subject to quote.
Fee Estimator
Location
428 Lackawanna Avenue, Scranton, PA, 18503
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
Susan is an insurance agent since 2007, dedicating about 10-20% of her time to insurance sales. She also owns a residential rental unit since 2014, requiring minimal time, and is the owner/insurance agent for Northeast Benefit Administrators, LLC.
Employment History
Current Registrations
Northeast Advisory Group, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
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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