Michelle Mabry
Michelle Mabry is a CFP-designated registered investment advisor at Client 1st Advisory Group, based in Dunedin, FL, with 36 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 330 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Client 1st Advisory Group's fee is billed quarterly in advance, based on the market value of the account on the last business day of the preceding quarter. The advisory fee ranges up to 1.50% and is based on the aggregate value of related accounts, the complexity of the account, and the investment strategies employed. There is an additional management fee ranging from 0.50% to 1.50% for direct management of held away assets such as 401(k) plans. The firm's minimum account size for investment management is $1,000,000, but Client 1st reserves the right to waive this minimum.
Location
963 Highland Avenue, Dunedin, FL, 34698
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2007Other Business ActivitiesSells Insurance
Michelle is involved in fixed insurance sales, serves as power of attorney and trustee for family, and is a managing member of TM Associates LLC, a real estate holding company. She is also the sole owner of Wealth Management Consultants, a corporation for operating a securities business, CEO/owner of Mabry, Donnell, & Hicks LLC for securities business, a board member of Pinebelt Community Foundation, and a rental property manager.
Employment History
Current Registrations
Client 1st Advisory Group
Previous Registrations
Client 1st Advisory Group
Client 1st Advisory Group
Commonwealth Financial Network
Ameriprise Financial Services, INC.
State Registrations2 states
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.