Advisor at Michael J.. Schussele, CPA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Michael J.. Schussele, CPA
Location
Springfield, IL
Credentials
Series 65
Industry experience
18 years
Michael Schussele is the sole advisor at Michael J. Schussele, CPA, an independent firm based in Springfield, IL. He holds a Series 65 designation and has 18 years of industry experience. His career includes longstanding operation of his own firm since 1997. The firm provides investment advice primarily to individual investors, as well as trusts, partnerships, corporations, not-for-profits, and retirement plans. It emphasizes personalized investment recommendations based on fundamental and technical analysis, supported by independent research and risk assessment tools, delivering services in person or through a virtual practice.
Based on Michael J.. Schussele, CPA
$100/hour for net investable assets of $250,000 or less; $200/hour for up to $500,000; $300/hour for amounts over $500,000; $100/hour for estate planning; first hour free
Fee-only: Hourly fees based on net investable assets: $100/hour for $250,000 or less; $200/hour for up to $500,000; $300/hour for amounts over $500,000; Estate planning at $100/hour; First introductory hour free; Retirement planning requires $500 retainer.
Springfield, IL
Illinois
Michael J.. Schussele, CPA
1997 - Present (29 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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