Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Schmidt Bryant is a financial advisor with Arrowroot Family Office, LLC, a firm based in Marina del Rey, CA. Susan has been in the financial services industry since May 2006. She has a Series 65 license and has been registered with the state of Texas since October 2024. Susan is also a CEO of Unboxed Advisors, LLC, a company providing accounting, tax & business advisory services. Susan specializes in providing financial planning, educational seminars, portfolio management for businesses, and portfolio management for individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
10/18/2024 - Present
Arrowroot Family Office, LLC (Dallas TX)
Active
Inactive
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