Susan Einberger is a CFP-designated registered investment advisor at Mutual Advantage, LLC, based in Boulder, CO, 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 Business Owners, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 40 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Mutual Advantage, LLC does not manage investments or charge fees based on the value of your portfolio. They provide financial planning advice, but you are responsible for implementing any investment suggestions.
Contact
Susan Einberger
Location
Boulder, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Susan works as a swim coach/instructor at RallySport Health and Fitness since 2013. This activity is not investment-related and takes a few hours per week.
Employment History
Current Registrations
Mutual Advantage, LLC
State Registrations1 state
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