Susan Schulman is a registered investment advisor at Onefirm Consulting, LLC, based in Altamonte Springs, FL, with 5 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 17 clients with $7.9M 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 $250K | 1.12% |
| $250K - $500K | 1.02% |
| $500K - $1.0M | 0.81% |
| $1.0M - $2.0M | 0.72% |
| $2.0M - $5.0M | 0.54% |
| $5M+ | 0.40% |
Fees may be negotiable within each tier. The management fee will be included in a bundled fee with the Portfolio Manager as part of a wrap fee program.
Fee Estimator
Location
Altamonte Springs, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Onefirm Consulting, LLC
State Registrations1 state
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