Suzanne Daniel
Suzanne Daniel is a CFP-designated registered investment advisor at Mercer Global Advisors INC., based in Bend, OR, with 15 years of industry experience. Suzanne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 36,172 clients with $84B 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 $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Schedule reflects the Custom Wealth and Ascend Group standard tiers. Other service levels such as Wealth Path and Guided Investing have different fee schedules and minimums.
Fee Estimator
Location
35 Northwest Hawthorne Avenue, Bend, OR, 97703
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 is an independent insurance agent selling non-variable insurance since 2015. She also uses Eagle Wealth Management, Inc. as a DBA for marketing purposes.
Employment History
Current Registrations
Mercer Global Advisors INC.
Previous Registrations
My Legacy Advisors, LLC
United Planners' Financial Services of America a Limited PartnerBroker
Sii Investments, INC.
Sii Investments, INC.Broker
Capstone Wealth Management Group, LLC
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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