Susan Cook is a registered investment advisor at Horizons Wealth Management, based in Asheville, NC, 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 Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 286 clients with $260M 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 | 0.88% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.45% |
| $10M+ | 0.30% |
Fee Estimator
Location
82 Patton Ave., Suite 206, Asheville, NC, 28801
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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 a part owner of the Rough and Tumble Lodge in New Zealand, dedicating a few hours per week. She also provides hourly-based fee-only financial planning through Susan Cook Financial Planning, spending a few hours per week on this activity.
Employment History
Current Registrations
Horizons Wealth Management
State Registrations2 states
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