Michels Family Financial provides investment and wealth management services to help clients achieve their financial goals. They manage accounts on a discretionary and non-discretionary basis, allocating assets among various investments. The firm also offers consulting services on specific topics like estate planning and financial planning to address a client's holistic financial picture. Michels Family Financial partners with other advisors to ensure a coordinated effort toward the client's stated goals.
Assets Under Management$350M
Clients410
Advisors2
Avg. per Client$850K
Avg. per Advisor$170M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.35% |
| $250K - $500K | 1.30% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Advisory fees are negotiable. Clients may also opt for a fixed fee rate.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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