Michael Schussele
Michael Schussele is a registered investment advisor at Michael J. Schussele, CPA, based in Springfield, IL, with 18 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Michael J. Schussele, CPA does not manage investments directly but provides advice on investment portfolios. Clients implement recommendations themselves or authorize Michael J. Schussele, CPA to execute trades. Fees are charged hourly based on the amount of assets being reviewed:
- $250,000 or less — $100 per hour
- $500,000 or less — $200 per hour
- Over $500,000 — $300 per hour
Location
Springfield, IL
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is an agent for American Equity and Great American since February 2007, and ING and Allianz since September 2006. These activities are likely related to selling insurance products.
Employment History
Current Registrations
Michael J. Schussele, CPA
State Registrations1 state
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