Jaime Bollinger is a CFP-designated registered investment advisor at Susko Wealth Advisors, based in Naples, FL, with 14 years of industry experience. Jaime operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Tax Planning. Their firm serves 101 clients with $43M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Susko Wealth Advisors charges an investment advisory fee based on the value of your portfolio. The fee can be up to 1.00% annually, depending on the complexity of the services, the amount of assets managed, and the overall relationship. Fees are paid quarterly in advance. The fee may be negotiable.
Location
4850 Tamiami Trail North, Suite 301, Naples, FL, 34103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Susko Wealth Advisors
Previous Registrations
Private Client Services, LLCBroker
Rfg Advisory, LLC
Susko Wealth Management, LLC
State Registrations2 states
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