Susan Carlisle is a registered investment advisor at Susan Carlisle, based in Agoura Hills, CA, 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 Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 11 clients with $23M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Susan Carlisle charges a flat fee per quarter for investment advice. The fees are not negotiable.
Location
Agoura Hills, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Susan sold her accounting practice but continues to work irregularly part-time as a CPA consultant. She dedicates approximately a quarter of her time to this activity during securities trading hours.
Employment History
Current Registrations
Susan Carlisle
State Registrations1 state
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