Susan Wright is a registered investment advisor at Match Grade Advisors, based in Port Saint Joe, FL, with 9 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 350 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Match Grade Advisors charges a fee based on the value of your portfolio. The exact rate depends on the type and size of your investments, and the services you need, but it will not exceed 1.9% per year. Fees are determined separately for each account and are negotiable at the account opening. Fees are typically paid quarterly, based on the value of your portfolio at the end of the quarter.
There are two fee schedules, one for cash accounts and one for special arrangement fees (due to family or potential). The fees for cash accounts are higher than the fees for other assets.
Location
209 7th Street, Port Saint Joe, FL, 32456
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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.
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Susan is the President of Coastal Retirement Consultants, LLC, a third-party administration and consulting firm. This takes nearly full-time hours, sometimes during trading hours.
Employment History
Current Registrations
Match Grade Advisors
Previous Registrations
Retirement Funding Advisors, LLC
Interserv, LLC
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.