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Michelle Snow

9 Years of Experience
Sells Insurance

Michelle Snow is a registered investment advisor at Pyxis Capital INC., based in Lehi, UT, with 9 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 2 more.

Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

Pyxis Capital does not directly manage your investments. Instead, they recommend a third-party advisor, Advisory Alpha, to manage your portfolio. Pyxis Capital shares in a portion of the management fee charged by Advisory Alpha. The total annual management fee ranges from 0% to 1.70%, and Pyxis Capital typically receives 50% of that fee. Fees will not exceed 2% of the assets under management. The exact fee will be disclosed in the third-party advisor's brochure.

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Location

3130 W. Maple Loop Dr, Suite 130, Lehi, UT, 84043

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Michelle is the Owner/President of NorthStar Wealth Management Inc., dedicating about half of her time to wealth management and insurance services. She is also a member of Cake Partnership, LLC, which supports insurance agents and agencies, but spends minimal time on this activity.

Employment History
Current Registrations
Pyxis Capital INC.
October 2022 - Present · 3 yrs 6 mos
Previous Registrations
Advisory Alpha, LLC
March 2020 - November 2022 · 2 yrs 8 mos
Fort Advisors
January 2019 - April 2019 · 3 mos
Sowell Management
July 2017 - May 2020 · 2 yrs 10 mos
Alphastar Capital Management, LLC
May 2016 - July 2017 · 1 yr 2 mos
State Registrations2 states
TXUT
Advisor

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.

Exams
No exam information available for this advisor.
Michelle Snow - Financial Advisor | TrueAdvisor