Susan Egan is a registered investment advisor at Woloshin Investment Management, LLC, based in Medford, NJ, with 19 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 432 clients with $170M 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 | 1.97% |
| $500K - $1.0M | 1.87% |
| $1.0M - $2.0M | 1.77% |
| $2.0M - $3.0M | 1.67% |
| $3.0M - $4.0M | 1.57% |
| $4.0M - $5.0M | 1.47% |
| $5M+ | 1.37% |
All fees are negotiable at WIM's sole discretion. WIM Managed Assets Program execution, custodial, and clearing fee is included in Total Annual Advisory Fee.
Fee Estimator
Location
40 North Main Street, Medford, NJ, 08055
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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.
Learn about disclosures →Other Business Activities
Susan works as an investment advisor representative for Woloshin Investment Management LLC, dedicating about half her time. She also works as a business manager for Eagle Manor Farm, a nursery, spending a few hours per week on bookkeeping, payroll, and office duties.
Employment History
Current Registrations
Woloshin Investment Management, LLC
Previous Registrations
Summit Brokerage Services, INC.Broker
J.P. Turner & Company, L.L.C.Broker
State Registrations1 state
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