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CFP
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CFP

Michelle Mabry

Client 1st Advisory Group
36 Years of Experience
Dunedin, FL
1 DisclosureSells Insurance
View SEC Summary
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Michelle Mabry is a CFP-designated registered investment advisor at Client 1st Advisory Group, based in Dunedin, FL, with 36 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 4 more. Their firm serves 353 clients with $510M in assets under management.

Client 1st Advisory Group
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
353 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$511.5M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Advisory fee ranges up to 1.50% and is based on aggregate value, account complexity, and investment strategies. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

963 Highland Avenue, Dunedin, FL, 34698

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History

Regulatory History (1)
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Customer Dispute
September 2007
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Michelle is involved in fixed insurance sales, serves as power of attorney and trustee for family, and is a managing member of TM Associates LLC, a real estate holding company. She is also the sole owner of Wealth Management Consultants, a corporation for operating a securities business, CEO/owner of Mabry, Donnell, & Hicks LLC for securities business, a board member of Pinebelt Community Foundation, and a rental property manager.

Employment History
Current Registrations
Client 1st Advisory Group
October 2013 - Present · 13 yrs
Previous Registrations
Client 1st Advisory Group
June 2013 - December 2016 · 3 yrs 6 mos
Client 1st Advisory Group
January 2013 - June 2013 · 5 mos
Commonwealth Financial Network
April 2008 - January 2013 · 4 yrs 9 mos
Ameriprise Financial Services, INC.
October 1989 - April 2008 · 18 yrs 6 mos
State Registrations2 states
FLMS
Advisor

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.

Exams
No exam information available for this advisor.
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