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Suzanna Koizumi

Advisor at Reap in Wealth Management, LLC

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Reap in Wealth Management, LLC logo

Firm

Reap in Wealth Management, LLC

Location

Palm Coast, FL

Credentials

Series 63, Series 65

Industry experience

33 years

About

Suzanna Koizumi is a financial advisor at Reap in Wealth Management, LLC with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Reap in Wealth Management since 2018, following a 16-year tenure at Vfa. Outside of her advisory work, she is involved as a partner in a real estate venture and affiliates with a nutritional products business. Reap in Wealth Management serves individual and high-net-worth clients, offering personalized financial planning and access to third-party portfolio management. The firm combines fundamental, technical, and cyclical investment analysis and operates through a team of six advisors managing approximately $33 million across multiple offices.

Client services

Based on Reap in Wealth Management, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Reap in Wealth Management, LLC

General retirement planning Cash flow / budgeting

Fee options

Fixed

Fixed fees charged for financial planning; specific amounts not stated.

Percentage

$0.00 - $50,000: 1.20% $50,000.01 - $100,000: 1.20% $100,000.01 - $500,000: 1.20% $500,000.01 - $1,000,000: 1.20% $1,000,000.01 - $5,000,000: 1.00% Over $5,000,000+: 1.20%

Commissions

Insurance commissions received by related persons if insurance products are purchased through REAP, LLC.

Project-based

Hourly fees charged for financial planning; specific hourly rate not stated.

Other

Fee-only: Hourly fees and fixed fees for financial planning services; specific amounts not stated in brochure.

Location

Palm Coast, FL

Most active in

Florida

Work history

REAP in Wealth Management. LLC

2018 - Present (8 years)

Vfa

2002 - 2018 (16 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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