Susan Faykus is a registered investment advisor at Faykus Financial, LLC, based in Austin, TX, with 13 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 34 clients with $26M 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 $2.5M | 1.25% |
| $2.5M - $5.0M | 1.15% |
| $5M+ | 1.00% |
For securities that consist of only Money Markets or U. S Treasury bill funds the firm may choose to charge a lower fee to meet an average of .45% (45 basis points)
Fee Estimator
Location
13809 Research Blvd., Suite 537, Austin, TX, 78750
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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 ActivitiesSells Insurance
Susan owns land and a farm since 1998, and is also an owner of Melaleuca, an online health and wellness catalog, since 2003, dedicating minimal time to each. Since 2012, Susan has been an independent insurance agent, spending a few hours per week on this activity, and since January 2024, she has been the treasurer for Craftsman Center, a non-profit organization, dedicating minimal time.
Employment History
Current Registrations
Faykus Financial, LLC
Previous Registrations
Nylife Securities LLCBroker
Waddell & Reed, INC.Broker
Pruco Securities CorporationBroker
First Investors CorporationBroker
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.