Suzanne Presley is a registered investment advisor at Gladstone Wealth Partners, based in Stockbridge, GA, with 1 years of industry experience. Suzanne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 7,910 clients with $4.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gladstone Wealth Partners charges up to 2.00% of your portfolio per year for investment management. This fee is negotiable and paid quarterly in advance. Clients in non-wrap programs will separately incur commissions and transaction costs. Gladstone also uses third-party technology platforms to manage retirement accounts, and passes the cost of these platforms on to you, sometimes with a markup.
Location
340 Corporate Center Ct., Stockbridge, GA, 30281
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Suzanne is a Registered Investment Adviser Hybrid DBA with Gladstone Institutional Advisory LLC, operating as Key Financial Advisors, LLC. This activity takes about half of Suzanne's time during securities trading.
Employment History
Current Registrations
Gladstone Wealth Partners
State Registrations2 states
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