Susan Green is a CFP-designated registered investment advisor at Wescott Financial Advisory Group LLC, based in Philadelphia, PA, with 10 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 777 clients with $3.7B 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 $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $7.0M | 0.75% |
| $7M+ | 0.50% |
Wealth Management Program and MRK Powered by Wescott Wealth Management Program. A minimum of $2,000,000 of assets under management is required for this service, but may be negotiable, subject to a $25,000 minimum fee.
Fee Estimator
Contact
Susan Green
Location
30 South 17th Street, Philadelphia, PA, 19103-4196
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Wescott Financial Advisory Group LLC
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.
Exams
Additional Information
Wescott has been helping our clients manage their affairs for over 30 years by integrating their financial and life goals with prudent planning and investment guidance. In concert with our philosophy of managing in a risk-reducing manner, our success is directly attributable to the dedication of our skills, values, discipline and resources to each of our clients. Wescott Financial Advisory Group LLC requires a minimum account size of $2,000,000.