Michele Hoven is a registered investment advisor at Pebble Management Group, based in Harahan, LA, with 16 years of industry experience. Michele operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 28 clients with $18M 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 - $1.5M | 1.00% |
| $1.5M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Location
6430 Jefferson Hwy, Harahan, LA, 70123
Get directionsHistory
Regulatory History (3)
Customer Dispute
October 2004Customer Dispute
September 2003Customer Dispute
May 1998Other Business Activities
Michele works as a civil law notary, notarizing documents and handling related tasks, dedicating about 10% of her time to this. She also works as a realtor, listing and selling real estate and performing property valuations, dedicating minimal time to this.
Employment History
Current Registrations
Pebble Management Group
Previous Registrations
Geneos Wealth Management, INC.
State Registrations1 state
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.