Susan Olt is a registered investment advisor at Margo Park Financial, based in Clearwater, FL, 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 Business Owners, High Net Worth, Investment Management, Retirement Planning. Their firm serves 75 clients with $36M 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 $1.5M | 1.50% |
| $1.5M - $2.0M | 1.40% |
| $2.0M - $2.5M | 1.30% |
| $2.5M - $3.0M | 1.20% |
| $3.0M - $3.5M | 1.10% |
| $3.5M - $4.0M | 1.00% |
| $4.0M - $4.5M | 0.90% |
| $4.5M - $5.0M | 0.80% |
| $5.0M - $5.5M | 0.70% |
| $5.5M - $6.0M | 0.60% |
| $6.0M - $6.5M | 0.50% |
| $6.5M+ | 0.40% |
Subject to a minimum fee of $250 per month. Donor-advised funds are charged 1.50%. Business retirement plans are charged 0.50%.
Fee Estimator
Location
Clearwater, FL
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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
Margo Park Financial
Previous Registrations
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
World Group Securities, INC.Broker
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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