Susan Maline
Susan Maline is a registered investment advisor at Avantax Planning Partners, INC., based in North Platte, NE, with 2 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, Retirement Planning. Their firm serves 8,371 clients with $6.9B 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fee Estimator
Location
101 S Chestnut St., Suite 1, PO Box 1269, North Platte, NE, 69103-1269
Get directionsHistory
Regulatory History (2)
Financial
November 2019Financial
June 2019Other Business Activities
Susan is involved in several businesses, including a public accounting firm, an electrical repair company, a financial services LLC, a commercial building partnership, a computer sales and repair business, and a BMX track. She also works as an Investment Advisor Representative with Avantax Planning Partners, Inc., spending a few hours per week on these activities.
Employment History
Current Registrations
Avantax Planning Partners, INC.
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.