Susan Warren is a CFP-designated registered investment advisor at Advisors Financial, INC., based in Falls Church, VA, with 14 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 213 clients with $290M 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 $250K | 1.35% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2M+ | 0.84% |
This fee schedule is for mutual fund and ETF models on the AssetMark platform. Privately managed accounts have a different fee schedule: First $1M: 1.70%, Next $2M: 1.35%, Next $2M: 1.20%, Over $5M: 1.05%. AFI Managed Accounts fee is up to 1.50% annually and is negotiable.
Fee Estimator
Location
510 N. Washington Street, Suite 300, Falls Church, VA, 22046
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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 →Employment History
Current Registrations
Advisors Financial, INC.
Previous Registrations
Cetera Advisor Networks LLCBroker
Cadaret, Grant & CO., INC.Broker
State Registrations1 state
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