Susan Danson is a CFP-designated registered investment advisor at New Shore Financial LLC, based in Wrentham, MA, 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 Corporate Executives, Divorce Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 13 clients with $14M 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 $800K | Included |
| $800K - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4M+ | 0.60% |
Minimum annual fee of $8,000 for wealth management services. Fees may be negotiable.
Fee Estimator
Contact
Susan Danson
Location
513 South Street, Suite 201, Wrentham, MA, 02093
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 →Employment History
Current Registrations
New Shore Financial LLC
Previous Registrations
Boston Hill Advisors, 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.
Exams
Additional Information
Sue Danson is a Certified Financial Planner™, Fiduciary, and the founder of New Shore Financial. New Shore is an independent, fee-only firm specializing in supporting professional women going through financial transitions. Sue also holds the Series 65 license and is an active member in the Financial Planning Association and NAPFA, as well as the XY Planning Network. When Sue isn’t helping her clients achieve their goals, she and her husband spend their “free time” Ubering their three, very active tween-teen boys to hockey, football, basketball, and lacrosse – with a little skiing thrown in when time allows.