Michele Grant is a CFP-designated registered investment advisor at Financial Enhancement Group, based in Woodstock, GA, with 25 years of industry experience. Michele operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,281 clients with $990M 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 $750K | 1.50% |
| $750K - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $7.5M | 0.85% |
| $7.5M - $12.0M | 0.80% |
| $12.0M - $15.0M | 0.75% |
| $15M+ | 0.75% |
All advisory fees are negotiable. Additional fee schedules are offered based on family, employee, and legacy relationships.
Fee Estimator
Location
2230 Town Lake Parkway, Bld 1200, Suite 100, Woodstock, GA, 30189
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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
Financial Enhancement Group
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
TD Ameritrade Investment Management, LLC
Scottrade Investment Management
Scottrade, INC.Broker
Pruco Securities, LLC.Broker
Prudential Financial Planning Services
Northwestern Mutual Investment Services, LLCBroker
Robert Van Securities, INC.Broker
Citicorp Investment ServicesBroker
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.