Susan Foard
Susan Foard is a registered investment advisor at Pugh Wealth Management, LLC, based in Knoxville, TN, with 6 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 3 more. Their firm serves 27 clients with $44M 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 | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $4.0M | 0.70% |
| $4.0M - $6.0M | 0.60% |
| $6M+ | 0.50% |
All accounts for members of the client’s family (husband, wife and dependent children) or related businesses may be assessed fees based on the total balance of all accounts. There may be other facts and circumstances in which PWM may negotiate fees.
Fee Estimator
Location
315 N Cedar Bluff, Suite 200, Knoxville, TN, 37923
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 →Other Business ActivitiesSells Insurance
Susan is the Vice President of Pugh & Company, P.C. (an affiliated CPA firm), dedicating about half her time to this role. She is also a member of Pugh & Company, LLC, which holds life insurance policies on the owners of the CPA firm, requiring minimal time.
Employment History
Current Registrations
Pugh Wealth Management, LLC
State Registrations1 state
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