Emily Fennell is a CFP-designated registered investment advisor at Suissa Private Wealth, based in Bethesda, MD, with 4 years of industry experience. Emily operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fee ranges up to 1.50% of assets under management and is negotiable based on relationship size, complexity, and time commitments.
Fee Estimator
Location
7501 Wisconsin Avenue, Suite 760W, Bethesda, MD, 20814
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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 →Employment History
Current Registrations
Suissa Private Wealth
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Morgan StanleyBroker
Morgan Stanley
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations1 state
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.
Exams
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