Michelle Warner
Michelle Warner is a registered investment advisor at Northern Capital Retirement Services, INC., based in Spokane, WA, with 20 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 22 clients with $260M 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 | 0.50% |
| $1.0M - $10.0M | 0.35% |
| $10.0M - $50.0M | 0.20% |
| $50M+ | 0.15% |
Fee schedule for new clients with a Washington State Medical Association (WSMA) membership is: 0.450% on the first $1,000,000; 0.315% on assets between $1,000,000.01 and $10,000,000; 0.180% on assets between $10,000,000.01 and $50,000,000; 0.135% thereafter. For portfolios assigned a Pure Preservation Investment Objective the fee schedule is 0.5% (0.45% for WSMA members) annually on the first $500,000 of billable assets and 0.0% thereafter. For portfolios assigned a Cash Only Investment Objective no fee will be assessed. Non-standard fee schedules are negotiable.
Fee Estimator
Location
2700 S. Southeast Blvd Suite 205, Spokane, WA, 99223
Get directionsHistory
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
Northern Capital Retirement Services, INC.
Northern Capital Management, INC.
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.