Michelle Green
Michelle Green is a CFP-designated registered investment advisor at Legacy Financial Strategies, LLC, based in Overland Park, KS, with 2 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 696 clients with $950M 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 $250K | 1.75% |
| $250K - $750K | 1.25% |
| $750K - $2.5M | 1.00% |
| $2.5M+ | 0.75% |
Legacy may have previously negotiated fee arrangements with current clients that are no longer offered to new clients. Accounts under the Legacy Next program are billed at an annual rate of up to 1.50%.
Fee Estimator
Contact
Michelle Green
Location
5400 Colllege Blvd., Ste. A, Overland Park, KS, 66211
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Legacy Financial Strategies, LLC
State Registrations2 states
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