Suzette Broussard
Suzette Broussard is a registered investment advisor at Summit Financial Wealth Advisors, based in Lafayette, LA, with 27 years of industry experience. Suzette operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 1,265 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.95% |
Rates shown are for equities and mutual funds. Fixed income investments are charged at 0.65% for the first $250,000 and 0.50% for amounts over $250,000. Fees are negotiable.
Fee Estimator
Location
1021 E. St. Mary Blvd., Lafayette, LA, 70503
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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 Activities
Suzette is the managing member of Suzette Broussard, LLC, a holding company for partial ownership in Southerrn Asset Managers. She also works as a notary public, notarizing documents, dedicating minimal time to this activity.
Employment History
Current Registrations
Summit Financial Wealth Advisors
Previous Registrations
Cetera Advisor Networks LLCBroker
Summit Brokerage Services, INC.Broker
Summit Financial Wealth Advisors
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Legg Mason Wood Walker, IncorporatedBroker
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.
Exams
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