Michele Mccabe is a registered investment advisor at Vestpointe Wealth Management, LLC, based in Scottsdale, AZ, with 6 years of industry experience. Michele operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 116 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.60% |
| $5.0M - $7.5M | 0.40% |
| $7.5M+ | 0.20% |
Fees are negotiable at Vestpointe's discretion. Related clients living at the same address and immediate family members can elect to have fees “house-held” when circumstances would allow them to achieve a break point.
Fee Estimator
Location
7373 E. Doubletree Ranch Rd., Suite 175, Scottsdale, AZ, 85258
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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.
Learn about disclosures →Other Business Activities
Michele owns and operates MIII Consulting, providing bookkeeping services since 2012. She also works for Joseph I. McCabe III CPA, P.C. providing administrative and bookkeeping services since 2004, dedicating about 10-20% of her time to these activities.
Employment History
Current Registrations
Vestpointe Wealth Management, LLC
State Registrations1 state
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