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Michelle Taylor

Balanced Wealth Group LLC
28 Years of Experience
Westlake, OH
Sells Insurance
View SEC Summary
View SEC Summary

Michelle Taylor is a registered investment advisor at Balanced Wealth Group LLC, based in Westlake, OH, with 28 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 498 clients with $490M in assets under management.

Balanced Wealth Group LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
498 clients
Average Client Portfolio
$992K average
Assets Under Management
$494.1M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees range from 0.50% to 2.00% annually based on services, asset levels, and complexity. Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

1991 Crocker Road, Suite 300, Westlake, OH, 44145

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Michelle is a licensed insurance professional, dedicating minimal time to this activity. She also serves as Trustee of Finance on the Board of Directors for Taylor and is a co-owner of Enterprise Collaboration Systems.

Employment History
Current Registrations
Balanced Wealth Group LLC
November 2023 - Present · 2 yrs 11 mos
Previous Registrations
Ameriprise Financial Services, LLCBroker
February 2023 - November 2023 · 9 mos
MML Investors Services, LLCBroker
March 2021 - December 2022 · 1 yr 9 mos
MML Investors Services, LLC
February 2021 - December 2022 · 1 yr 10 mos
Hightower Advisors, LLC
June 2019 - January 2021 · 1 yr 7 mos
Charles Schwab & CO., INC.
November 2014 - July 2017 · 2 yrs 8 mos
Charles Schwab & CO., INC.Broker
August 2014 - July 2017 · 2 yrs 11 mos
Strategic Advisers, INC.
June 2008 - July 2014 · 6 yrs 1 mo
Fidelity Brokerage Services LLCBroker
September 2007 - July 2014 · 6 yrs 10 mos
AXA Advisors, LLCBroker
March 2007 - August 2007 · 5 mos
Strategic Advisers, INC.
January 2003 - March 2007 · 4 yrs 2 mos
Fidelity Investments Institutional Services Company, INC.Broker
March 2001 - March 2007 · 6 yrs
Fidelity Brokerage Services LLCBroker
September 1995 - March 2001 · 5 yrs 6 mos
State Registrations1 state
OH
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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