Brett Schoonover
Brett Schoonover is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Shreveport, LA, with 23 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
401 Edwards St, Shreveport, LA, 71101
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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
Brett is involved in several outside business activities, including being the owner of Kota Enterprises LLC (established for estate planning purposes and holding personal investments and life insurance contracts), a trustee of Kota Foundation, a director of Schoonover Foundation and Hill Country Film Society Inc, a general partner/managing member of Schoonover GP, LLC and Hummingbird 20 Holdings LLC, and an owner of Hummingbird Holdings Real, LLC. These activities require minimal time commitment, except for Kota Enterprises LLC, which requires a few hours per week.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
A I M Distributors, INC.Broker
State Registrations26 states
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.