Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 65
Experience Industry experience
3 years
Location
Remote
Tanager Wealth Management
Team
Susan Blaylock is a CFP® and holds a Series 65 license with seven years at Tanager Wealth Management. She has three years of industry experience and previously worked at Starbucks Coffee Company from 2016 to 2018. Tanager Wealth Management serves individual and high-net-worth clients, as well as trusts, charities, and retirement plans, providing discretionary portfolio management, financial planning, and independent investment manager recommendations. The firm employs an asset-allocation framework with fundamental security analysis and actively managed accounts, and it is notable for its substantial non-U.S. client base and related operational accommodations.
Based on Tanager Wealth Management
Based on Tanager Wealth Management
Fixed financial planning fee of $10,000
$0 - $1,000,000: 1.50% total fee (1.25% annual fee + 0.25% Bespoke Beta Fee) $1,000,001 - $3,000,000: 1.25% total fee (1.00% annual fee + 0.25% Bespoke Beta Fee) $3,000,001 - $10,000,000: 1.00% total fee (0.75% annual fee + 0.25% Bespoke Beta Fee) $10,000,001 - $20,000,000: 0.75% total fee (0.50% annual fee + 0.25% Bespoke Beta Fee) $20,000,001+: 0.65% total fee (0.40% annual fee + 0.25% Bespoke Beta Fee)
Minimum fee: $10,000 minimum annual fee for all clients Fee-only: Fixed fee of $10,000 for creating client financial plans (non-negotiable)
Pennsylvania
3 years of industry experience
Tanager Wealth Management LLP
2019 - Present • 7 years
London
Tanager Wealth Management
2019 - Present • 7 years
London
None
2018 - 2019 • 1 year
London
Starbucks Coffee Company
2016 - 2018 • 2 years
Seattle, WA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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