SK
SK

Suzanne Marie Klapperich

6 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
844 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:$500K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.20%
$500K - $1.0M1.00%
$1.0M - $3.0M0.85%
$3.0M - $5.0M0.75%
$5M+0.65%

Vector reserves the right to discuss and agree upon an appropriate fee that may either be higher or lower than the stated schedule.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

43 Main Street Se, Suite 236, Minneapolis, MN, 55414

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Suzanne works with AdvisorNet Insurance, dealing with life, health, disability, long-term care, and annuity products. This takes about a full-time commitment, with most of the hours during trading hours, and involves administrative duties working with advisors.

Employment History
Current Registrations
Vector Wealth Management
April 2019 - Present · 6 yrs 10 mos
State Registrations1 state
MN
Advisor
Exams
No exam information available for this advisor.