Suzanne Mccoy is a registered investment advisor at Total Wealth Advisors, LLC, based in Hopkins, MN, with 19 years of industry experience. Suzanne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 107 clients with $100M 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 $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.0M | 0.95% |
| $2M+ | 0.95% |
Fees are negotiable for accounts valued at $2,000,000 and above. Certain clients may elect a flat annual fee.
Fee Estimator
Location
809 Mainstreet, Hopkins, MN, 55343
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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 Activities
Suzanne works as a direct support professional and caregiver for a handicapped person. This non-investment related activity takes about 10-20% of Suzanne's time.
Employment History
Current Registrations
Total Wealth Advisors, LLC
Previous Registrations
UBS Financial Services INC.
RBC Dain Rauscher INC.
State Registrations1 state
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