Katherine Sussman
Katherine Sussman is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Marietta, GA, with 4 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
320 Cherokee Street NE, Suite D, Marietta, GA, 30060
Get directionsHistory
Regulatory History (1)
Financial
February 2017Other Business ActivitiesSells Insurance
Katherine is an advisory representative of an RIA (CIRA) and an IAR (DBA Vita Financial), starting in September 2024, spending full-time hours on these activities. She is also an independent insurance agent for various independent insurance agencies, dedicating full-time hours to this as well, with about half of her time spent on trading.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research, INC.
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
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.