Michele Pemberton
Michele Pemberton is a registered investment advisor at The Wealth Consulting Group, based in Rancho Mirage, CA, with 37 years of industry experience. Michele operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 12,424 clients with $5.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WCG Wealth Advisors charges a percentage of your portfolio's value as an advisory fee. The exact fee is determined by your advisor and can vary based on factors like the amount you invest, the complexity of your situation, and the services you need. The fee will be listed in your investment management agreement. WCG also offers access to various investment platforms through LPL Financial, Schwab, and Fidelity, each with its own fee structure.
Location
70-177 Highway 111, Suite 201, Rancho Mirage, CA, 92270
Get directionsHistory
Regulatory History (1)
Criminal
November 1988Other Business ActivitiesSells Insurance
Michele is involved with several business activities, including The Wealth Consulting Group, Michele Brigman-Pemberton (non-variable insurance), AOK Partners, WCG Wealth Advisors LLC, WCGRM, and real estate rental. She dedicates a full-time commitment to WCG Wealth Advisors, LLC and about a quarter of her time to WCGRM, while spending minimal time on real estate rental.
Employment History
Current Registrations
The Wealth Consulting Group
LPL Financial LLCBroker
Previous Registrations
World Equity Group, INC.Broker
World Equity Group, INC.
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
F.D. Roberts Securities, INC.Broker
State Registrations21 states
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.