Susan Soesbe is a CFP-designated registered investment advisor at Soesbe Financial, based in Sacramento, CA, with 18 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 5 more. Their firm serves 47 clients with $84M 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 | 1.00% |
| $500K - $1.5M | 0.85% |
| $1.5M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.55% |
| $5M+ | 0.40% |
Fees may be negotiable at the firm's discretion.
Fee Estimator
Contact
Susan Soesbe
Location
5290 Elvas Ave, Sacramento, CA, 95819
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Soesbe Financial
Previous Registrations
Symphony Financial Planning LLC
State Registrations1 state
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Exams