Michele Bergeron is a CFP-designated registered investment advisor at Lee Financial Company, LLC, based in Dallas, TX, with 19 years of industry experience. Michele operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 431 clients with $1.5B 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 $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20.0M - $30.0M | 0.50% |
| $30M+ | 0.35% |
Fees may be negotiable. Clients who have invested in an LFC Partnership/Private fund and for whom LFC manages other assets will receive a credit for their share of the Partnership/Private Fund’s management fees to avoid double billing.
Fee Estimator
Location
8350 N. Central Expressway, Ste. 1800, Dallas, TX, 75206
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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 works as a spin instructor at LA Fitness since 2018, teaching cycling classes. This takes a few hours per week.
Employment History
Current Registrations
Lee Financial Company, LLC
Previous Registrations
Lake Point Wealth Management, LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
1st Global Capital CORP.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
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.