Susan Wright is a registered investment advisor at Match Grade Advisors, based in Port Saint Joe, FL, with 10 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 372 clients with $480M 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 $25K | 1.90% |
| $25K - $100K | 1.90% |
| $100K - $500K | 1.55% |
| $500K - $1.0M | 1.30% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.80% |
Fees are generally determined separately for each account and do not exceed 1.90% annually. Different asset types have separate schedules starting at 0.25% or 0.15%. Special arrangement fees may apply. Fees, including flat dollar rates and combination methods, are negotiable at account opening.
Fee Estimator
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.
Learn about disclosures →Other Business Activities
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
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