Susan Rourke is a CFA-designated registered investment advisor at 1620 Investment Advisors, INC., based in Plymouth, MA, with 23 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 224 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
1620 Investment Advisors charges a percentage of your portfolio's value each quarter. The annual rate varies depending on the type of account (Balanced or Fixed Income) and the amount you invest.
Balanced Accounts:
- $0 to $2,999,999: 0.75%
- $3,000,000 to $9,999,999: 0.65%
- $10,000,000 to $19,999,999: 0.55%
- $20,000,000 and over: 0.50%
Fixed Income Accounts:
- $0 to $2,999,999: 0.40%
- $3,000,000 to $9,999,999: 0.35%
- $10,000,000 to $19,999,999: 0.30%
- $20,000,000 and over: 0.25%
There is a minimum relationship size of $225,000.
Location
36 Cordage Park Circle, Suite 217, Plymouth, MA, 02360
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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.
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Current Registrations
1620 Investment Advisors, INC.
State Registrations1 state
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