Michelle Halpin is a registered investment advisor at Grand Central Investment Group, LLC, based in Tampa, FL, with 26 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 248 clients with $130M 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 $250K | 2.00% |
| $250K - $500K | 1.63% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Location
324 S. Hyde Park Ave., Suite 390, Tampa, FL, 33606
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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 →Employment History
Current Registrations
Grand Central Investment Group, LLC
Previous Registrations
Pccb, LLC
Wells Fargo Advisors Financial Network, LLC
Wachovia Securities, LLC
State Registrations1 state
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