Suzanne Ward
Suzanne Ward is a registered investment advisor at Elle Investment Group LLC, based in Greensburg, PA, with 14 years of industry experience. Suzanne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 80 clients with $15M 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 | 1.50% |
| $1M+ | 1.50% |
Fees above $1,000,000 are negotiable. Client accounts using the firm's active investment models will also be charged an additional annual platform fee of 0.25%.
Fee Estimator
Location
41 W Otterman St 310, Greensburg, PA, 15601
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 a landlord for multiple residential and commercial properties, a board member for a non-profit, and a member of a political organization. She also sells fixed insurance, owns a personal finance blog, co-owns rental properties and a wedding invitation/home decor business, and owns an RIA.
Employment History
Current Registrations
Elle Investment Group LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Kattan Ferretti Financial L.P.
PNC Investments
PNC InvestmentsBroker
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.