Suzanne Porske
Suzanne Porske is a registered investment advisor at Impact Partnership Wealth, LLC, based in Broken Arrow, OK, with 7 years of industry experience. Suzanne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,017 clients with $3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Individual advisors can set the annual fee up to a maximum of 2.00%. Fees are negotiable on a client-by-client basis.
Fee Estimator
Location
202 S Main St, Ste 202, Broken Arrow, OK, 74012
Get directionsHistory
Regulatory History (1)
Regulatory
March 2013Employment History
Current Registrations
Impact Partnership Wealth, LLC
Previous Registrations
Aegis Wealth Management, INC.
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Gradient Advisors, LLC
State Registrations2 states
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
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