Susan Carlisle is a registered investment advisor who manages investment accounts and provides financial advice through consultations. Services are tailored to individual client needs based on their goals and asset allocation preferences. Financial planning services include retirement planning, education funding, and personal budgeting. Investment advice is limited to mutual funds, treasury bills and notes, corporate bonds, certificates of deposit, and U.S. agencies.
Assets Under Management$23M
Clients11
Advisors1
Avg. per Client$2.1M
Avg. per Advisor$23M
Fee Structure
Investment management only (planning not offered)
Susan Carlisle charges a flat fee per quarter for investment advice. The fees are not negotiable.
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