Renee Michel is a registered investment advisor at Sweeney & Michel, LLC, based in Chico, CA, with 22 years of industry experience. Renee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 688 clients with $750M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sweeney & Michel offers investment management through bundled fee accounts. Please see the Wrap Fee Program Brochure for complete information regarding this advisory service.
Location
196 Cohasset Road, Suite 100, Chico, CA, 95926
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Renee is the President of North Valley California Women for AG, a non-profit organization, since 2016, dedicating minimal time. She is also a Community Advisory Board Member for the Salvation Army, spending a few hours per week helping with marketing and spreading their mission.
Employment History
Current Registrations
Sweeney & Michel, LLC
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
State Registrations2 states
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