Susan Ferrari is a registered investment advisor at Carmel Capital Partners, LLC, based in San Diego, CA, with 1 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 231 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Carmel Capital Partners charges an annual fee based on the value of your investments, ranging from 0.60% to 1.50%. The fee is determined by the type and complexity of your account. The fee is billed quarterly in advance or monthly in arrears, depending on the custodian. Fees may be negotiable. They may also charge a performance-based fee to certain qualified clients.
Location
12760 High Bluff Drive, Suite 210, San Diego, CA, 92130
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Carmel Capital Partners, LLC
Superior Planning Wealth Management & Family Office
State Registrations1 state
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