Michele Holton
Michele Holton is a registered investment advisor at Wealthfolio Advisors LLC, based in Sonoma, CA, 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 68 clients with $37M 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 $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.70% |
Fees are generally negotiable.
Fee Estimator
Location
645 First Street West Suite B, Sonoma, CA, 95476
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michele is an independent licensed insurance agent and may offer clients advice or products from those activities, which creates a conflict of interest. Clients are not required to use Michele's services outside of WFA.
Employment History
Current Registrations
Wealthfolio Advisors LLC
Previous Registrations
Blackrock Investments, LLCBroker
Wells Fargo Securities INC.Broker
Citicorp Investment ServicesBroker
Security First Financial, INC.Broker
Great Western Financial Securities CorporationBroker
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.