Michelle Connell is a CFA-designated registered investment advisor at Portia Capital Management, based in Fort Worth, TX, with 12 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 31 clients with $56M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PCM's fees are based on the value of your portfolio and may include a minimum annual fee. The fees generally range from 0.50% to 1.00% per year, but are negotiated individually. The minimum fee for this service is $5,000, which equates to $500,000 under management. PCM bills quarterly in advance.
Location
Fort Worth, TX
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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.
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Michelle is an adjunct professor of finance at UTDallas since 2015. This takes about 10-20% of her time.
Employment History
Current Registrations
Portia Capital Management
Previous Registrations
Castle Hill Advisors, LLC
Asset Management Advisors INC
UBS Financial Services INC.
Piper Jaffray & CO.
State Registrations2 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.