Susan Williams is a registered investment advisor at S.G. Long & Company, based in Missoula, MT, with 31 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 159 clients with $35M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
S.G. Long & Company offers investment management through programs offered by RBC Capital Markets. The annual fee is a percentage of the assets managed and is set by the financial representative, falling between 1% and 1.5%. This fee covers trading and portfolio management. Fees are negotiable and can vary based on the size of the account, trading frequency, service needs, and other account-related factors. Minimum investments start at $10,000 and are subject to the portfolio type selected.
Location
283 West Front Suite 302, Suite 302, Missoula, MT, 59802-4328
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Susan is the CEO of SG Long Financial Services, Senior Portfolio Manager at SGL Investment Advisors, and President/Director at S G Long Financial Services Corp. She also serves on the board of directors for the Missoula Economic Partnership and the Missoula Symphony Association.
Employment History
Current Registrations
S.G. Long & Company
Sgl Investment Advisors, INC.
S.G. Long & CompanyBroker
S.G. Long & Company
Previous Registrations
Raymond James Financial Services, INC.Broker
S.G. Long & Company
Robert Thomas Securities, INCBroker
State Registrations18 states
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