SB
SB

Susan Broussard

2 Years of Experience
Pineville, LA

Susan Broussard is a registered investment advisor at Main Street Advisors LLC, based in Pineville, LA, with 2 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 54 clients with $48M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
54 clients
Average Client Portfolio
$889K average
Assets Under Management
$48.0M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.45%
$1.0M - $2.0M1.10%
$2.0M - $5.0M1.00%
$5.0M - $10.0M0.90%
$10M+0.70%

The applicable rate may be adjusted up or down based on the complexity of the client’s situation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

614 Main Street, Pineville, LA, 71360

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Susan is a member of Bayou Garden Growers LLC, a wholesale tree nursery, since 2010. She spends a few hours per week on marketing and communication for this non-investment related activity.

Employment History
Current Registrations
Main Street Advisors LLC
December 2024 - Present · 1 yr 5 mos
Cooper, Clay Stephen
November 2023 - Present · 2 yrs 6 mos
State Registrations1 state
LA
Advisor

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
No exam information available for this advisor.