Suzanne Antonelli
Suzanne Antonelli is a CFP-designated registered investment advisor at Antonelli Financial Advisors, LLC, based in Grosse Pointe, MI, with 14 years of industry experience. Suzanne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 193 clients with $230M 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 - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.20% |
Fees may be negotiable (higher or lower), based on unusual circumstances, pre-existing relationships, or complexity of planning.
Fee Estimator
Location
16824 Kercheval Place, Suite 202, Grosse Pointe, MI, 48230
Get directionsHistory
Regulatory History (1)
Regulatory
April 2019Employment History
Current Registrations
Antonelli Financial Advisors, LLC
Previous Registrations
Sigma Investment Counselors
Ljpr, LLC
State Registrations4 states
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.