Susan Stiles
Susan Stiles is a CFP, ChFC-designated registered investment advisor at Stiles Financial Services, INC., based in Edina, MN, with 33 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 250 clients with $440M 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 $500K | 1.15% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
The platform technology fee is charged quarterly and once the household assets under management surpass the $3,000,001 threshold, then all the assets in the household will be charged at the lower fee rate. SFSI also offers investment discretionary services on direct packaged products such as mutual funds, including 529 accounts and variable insurance products. A flat annual fee of 0.50% of the assets under management will be charged quarterly. For variable insurance products a flat annual fee of 0.75% of the assets under management will be charged quarterly. Fees are negotiable.
Fee Estimator
Location
6550 York Ave S Suite 412, Edina, MN, 55435
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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 is a partner in Stiles Partnership, a family-owned real estate partnership, since 1993, dedicating minimal time. She is also an independent insurance agent for various companies and a board member for a non-profit, Minnesota Spay and Neuter Assistance Program, dedicating minimal time. Finally, she is the Rotary Foundation Director for the Edina Rotary Club.
Employment History
Current Registrations
Stiles Financial Services, INC.
Previous Registrations
Lasalle St Securities, L.L.C.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Commonwealth Financial NetworkBroker
Trusted Securities Advisors CORP.Broker
Symmetric Investments, INC.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations2 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.