Susan Pollick is a registered investment advisor at Msh Capital Advisors LLC, based in Scottsdale, AZ, with 19 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 2,076 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MSH Capital Advisors offers investment management through both wrap and non-wrap fee programs. The fees are a percentage of the value of your portfolio and are negotiated with your advisor, up to a maximum of 2.00% per year. The fee includes investment management and ongoing advice. In wrap fee accounts, the fee also includes transaction costs. In non-wrap fee accounts, you'll pay transaction costs separately.
Location
23350 N Pima Road, Scottsdale, AZ, 85255-7153
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Regulatory History
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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Susan is a relationship manager for MSHCA DBA Candor Wealth Advisors LLC, an investment-related marketing name. She devotes about half of her time to this activity.
Employment History
Current Registrations
Msh Capital Advisors LLC
M. S. Howells & CO.Broker
Previous Registrations
Umb Financial Services, INC.
Umb Financial Services, INC.Broker
Walnut Street Securities, INC.Broker
Berry-Shino Securities, INC.Broker
Berry-Shino Securities, INC.Broker
Compass Brokerage, INC.Broker
Wells Fargo Investments, LLCBroker
Banc One Securities CorporationBroker
State Registrations1 state
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.