Michelle Raddell is a registered investment advisor at Intentional Wealth Partners, based in Cleveland, OH, 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 Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 123 clients with $50M 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 | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.85% |
Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Location
Cleveland, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Intentional Wealth Partners
State Registrations1 state
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