Susan Carlisle is a registered investment advisor operating as a sole proprietorship, offering personalized investment management and financial planning services. Susan Carlisle tailors advisory services to each client's specific goals, age, tax situation, and disposable income. Investment advice focuses on mutual funds, treasury bills and notes, corporate bonds, certificates of deposit, and United States government agencies. In addition to managing investments, Susan Carlisle offers personal financial planning that covers retirement planning, education funding, and budgeting. Client accounts are held at Fidelity Institutional Brokerage. Susan Carlisle also works part-time as a certified public accountant.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.