Michael J. Schussele, CPA provides investment advice to individuals, trusts, partnerships, corporations, not-for-profits, and retirement plans. He evaluates clients for risk tolerance and provides tailored investment recommendations. He focuses on low-cost, no-load mutual funds and may recommend individual stocks. He also offers retirement and estate planning services, analyzing clients' financial situations and providing recommendations. Michael J. Schussele, CPA is compensated solely on an hourly basis and does not receive any commissions or other compensation from third parties.
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