Susan Powers
Susan Powers is a registered investment advisor at Armstrong Advisory Group INC., based in Cranston, RI, with 20 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,494 clients with $1.7B 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 $1000K | 1.25% |
| $1.0M - $3.5M | 1.00% |
| $3.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Effective October 1, 2024, AAG excludes Swept Cash assets from its calculation of the Management Fee.
Fee Estimator
Location
200 Midway Rd, Cranston, RI, 02920
Get directionsHistory
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 licensed insurance agent/producer since 2006, dedicating minimal time to selling insurance products that do not require securities licensing. She also co-hosts a radio program called "The Legal Exchange Show," spending a few hours per week expressing her views on the market and providing educational information.
Employment History
Current Registrations
Armstrong Advisory Group INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
State Registrations3 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.