Susan Marshall
Susan Marshall is a ChFC-designated registered investment advisor at Nautical Star Financial Group LLC, based in Henderson, NV, with 4 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 67 clients with $39M 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 | 1.90% |
| $500K - $20.0M | 1.50% |
| $20M+ | 1.50% |
Fee schedule is for Washington Clients. For most clients, investment advisory fees will not exceed 2.00% of the value of your portfolio annually, with a minimum fee of $5,000 per year. Fees are negotiable for accounts over $20,000,000.
Fee Estimator
Location
1489 W Warm Springs Rd, Suite 110, Henderson, NV, 89014
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 2020, dedicating full-time hours to this activity. She is also an Investment Advisor Representative (IAR) with Forward Advisors LLC since 2023, spending about half her time on this investment-related role.
Employment History
Current Registrations
Nautical Star Financial Group LLC
Previous Registrations
Arete Wealth Advisors, LLC
Center Street Advisors, INC.
Northwestern Mutual Investment Services,llc
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.