Susan Marshall is a PFS-designated registered investment advisor at Columbia Advisory Partners, LLC, based in Spokane, WA, 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 Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 631 clients with $310M 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 | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.25% |
| $25M+ | 0.15% |
Fees are negotiable. Clients may also choose to enroll in the Manager Marketplace service, which provides access to actively managed investment strategies for an additional annual fee of up to 0.50% of the assets invested in any given model.
Fee Estimator
Location
3918 N Post Street, Spokane, WA, 99205
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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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Susan is the president of a CPA practice and vice president of Marshall's Plumbing, Inc. She dedicates a few hours per week to the CPA practice and minimal time to the plumbing business.
Employment History
Current Registrations
Columbia Advisory Partners, LLC
Previous Registrations
Griffiths, Dreher & Evans, P.s., Cpas
State Registrations1 state
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