Advisor at MSH Capital Advisors LLC
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Firm
MSH Capital Advisors LLC
Location
Scottsdale, AZ 85255-7153
Credentials
Series 63, Series 66
Industry experience
19 years
Susan Pollick is a financial advisor with MSH Capital Advisors LLC, holding Series 63 and Series 66 credentials and 19 years of industry experience. She has worked at MSH Capital Advisors and its affiliated entity M. S. Howells & Co. since 2023, and previously spent eight years at Umb. MSH Capital Advisors LLC manages approximately $1.09 billion across a team of 11 advisors, serving individuals, retirement plans, trusts, foundations, small businesses, and government entities. The firm employs a range of strategies from long-term buy-and-hold to tactical allocation, using various analytical methods across discretionary and non-discretionary accounts.
Based on MSH Capital Advisors LLC
Based on MSH Capital Advisors LLC
Financial plan fees typically range from $500 to $10,000 depending on scope and complexity.
Up to 2.50% annually (negotiated client-by-client basis, maximum fee)
Commissions may be earned by IARs acting as Registered Representatives of the affiliated broker-dealer for securities transactions.
Ongoing financial planning and advice fees typically range from $50 to $2,500 per month, depending on client needs.
Account minimum: $5,000
23350 N Pima Road
Scottsdale, AZ 85255-7153
Arizona
MSH Capital Advisors DBA Candor Wealth Advisors
2023 - Present (3 years)
M. S. Howells & Co.
2023 - Present (3 years)
UNEMPLOYED
2021 - 2022 (1 year)
Umb
2013 - 2021 (8 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Is not active or affiliated with:
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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