Suzanna Koizumi is a registered investment advisor at Reap in Wealth Management, LLC, based in Palm Coast, FL, with 33 years of industry experience. Suzanna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 283 clients with $33M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
REAP In Wealth Management (RWM) primarily uses third-party money managers. Here's how the fees work:
- If RWM manages your portfolio directly: If your portfolio is over $1,000,000, RWM will charge 1% per year.
- If RWM uses Orion Portfolio Solutions (OPS): The total fee ranges from 1.1% to 1.65% per year, split between OPS and RWM, depending on the amount you invest.
- If RWM uses Matson Money or Brookstone Capital: The total fee is 1.7% per year, split between the sub-advisor (0.5%) and RWM (1.2%).
Location
Palm Coast, FL
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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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Suzanna owns a rental condo in NC managed by a rental agency, requiring minimal time. She is also an affiliate for PYur Life, selling nutritional products, and a partner in Cam-Cam, LLC, a real estate venture, dedicating minimal time to each.
Employment History
Current Registrations
Reap in Wealth Management, LLC
Previous Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Manequity, INC.Broker
H. C. Copeland and Associates Equities, INC.Broker
State Registrations1 state
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.