Michelle Taylor is a registered investment advisor at Balanced Wealth Group LLC, based in Westlake, OH, with 28 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, High Net Worth, Insurance Planning, and 3 more. Their firm serves 498 clients with $490M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Balanced Wealth Group offers investment management services where fees are paid monthly based on the average daily balance in your account. Fees range from 0.50% to 1.75% annually. The exact fee depends on the complexity of your situation, the amount of assets managed, and your overall relationship with Balanced Wealth. Relationships with multiple objectives, specific reporting requirements, or portfolio restrictions may be charged a higher fee.
Location
1991 Crocker Road, Suite 300, Westlake, OH, 44145
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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 ActivitiesSells Insurance
Michelle is a licensed insurance professional, dedicating minimal time to this activity. She also serves as Trustee of Finance on the Board of Directors for Taylor and is a co-owner of Enterprise Collaboration Systems.
Employment History
Current Registrations
Balanced Wealth Group LLC
Previous Registrations
Ameriprise Financial Services, LLCBroker
MML Investors Services, LLCBroker
MML Investors Services, LLC
Hightower Advisors, LLC
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
AXA Advisors, LLCBroker
Strategic Advisers, INC.
Fidelity Investments Institutional Services Company, INC.Broker
Fidelity Brokerage Services LLCBroker
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.