Susan Baran is a CFP-designated registered investment advisor at Johnson Wealth INC., based in Milwaukee, WI, with 1 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 2,412 clients with $10B 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $8.0M | 0.70% |
| $8M+ | 0.60% |
Fees are negotiable for certain clients and custom fee structures may apply. Third-party managers engaged through program administrators may charge an additional 0.40% to 0.75%.
Fee Estimator
Location
555 East Wells Street, Suite 1900, Milwaukee, WI, 53202
Get directionsHistory
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 →Other Business Activities
Susan is a full-time Wealth Advisor at Johnson Bank, an investment-related affiliate, since November 2024. She is a dual employee of Johnson Bank and Johnson Wealth Inc.
Employment History
Current Registrations
Johnson Wealth 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.
Exams
More Advisors
- Adam Stern, CFAJohnson Wealth INC.
- Ronald Alberts, CFAJohnson Wealth INC.
- Dominic Ceci, CFAJohnson Wealth INC.
- Jason Herried, CFAJohnson Wealth INC.
- Steven HerbstJohnson Wealth INC.
- David Dauchy, CFAJohnson Wealth INC.