Michelle Ludwig
Michelle Ludwig is a registered investment advisor at Jaffe Tilchin Investment Partners, LLC, based in Tampa, FL, with 23 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, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,478 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Jaffe Tilchin charges a percentage of your portfolio's value each year for investment management. The maximum you'll pay is 2.00% annually, which includes any fees charged by independent managers. This fee covers actively managed cash balances. Fees are calculated based on the market value of your assets as determined by the custodian of your account.
Location
15350 N. Florida Ave., Tampa, FL, 33613
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Jaffe Tilchin Investment Partners, LLC
Previous Registrations
Treger & Associates
State Registrations1 state
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