Susan Landry is a CFP-designated registered investment advisor at Wynn Capital Management, LLC, based in Santa Cruz, CA, with 4 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 92 clients with $89M 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 $500K | 1.40% |
| $500K - $1.0M | 1.20% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees negotiable for amounts over $10,000,000. Using previous tier's fee percentage for the negotiable tier.
Fee Estimator
Location
101 Cooper St, Santa Cruz, CA, 95060
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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
Wynn Capital Management, LLC
Previous Registrations
Affinity Capital Advisors LLC
State Registrations1 state
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