Susan Musil
Susan Musil is a registered investment advisor at Brookstone Capital Management LLC, based in Melbourne, FL, with 20 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 6 more. Their firm serves 54,845 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Total annual fee can be up to 2.50%, consisting of up to 0.95% for Brookstone Capital Management and up to 1.55% for the individual advisor. Fees are negotiable.
Fee Estimator
Location
Melbourne, FL
Get directionsHistory
Regulatory History (2)
Financial
April 2021Judgment / Lien
July 2013Other Business ActivitiesSells Insurance
Susan is a licensed insurance agent with Allianz Life Insurance of the United States, selling annuities and life insurance to meet her clients' needs. She holds a Florida license.
Employment History
Current Registrations
Brookstone Capital Management LLC
Previous Registrations
Precision Capital Management
Horter Investment Management, LLC
Ing Financial Partners, INC
Smith Hayes Advisers INC
State Registrations3 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.
Exams
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