Susan Sanchez
Susan Sanchez is a registered investment advisor at Assuredpartners Investment Advisors, based in Houston, TX, with 11 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 2,159 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
APIA's fee for managing your investments is a percentage of the value of your portfolio. This fee is negotiable, with a maximum of 2.5% per year. The exact percentage depends on the size of your portfolio, your household, the complexity of the advice, and the scope of the relationship. If APIA uses third-party investment advisors, the total fee is shared between APIA and the third-party advisor.
Location
840 Gessner Rd., Suite 700, Houston, TX, 77024
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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 ActivitiesSells Insurance
Susan is an advisor with AssuredPartners, a benefits insurance company, since December 2023. She spends a few hours per week referring 401(k) clients to the benefits department for consulting.
Employment History
Current Registrations
Assuredpartners Investment Advisors
Previous Registrations
World Investment Advisors, LLC
Creative Planning
Lockton Investment Advisors, LLC
Lockton Investment Securities, LLCBroker
Adp Broker-Dealer, INC.Broker
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.