Michelle Joann Kessel-harbart

Avisen Advisors, LLC

13 Years of Experience

Broker

View SEC Summary

Areas of Practice

Financial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInvestment ManagementHigh Net Worth

Avisen Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9 advisors

Number of Clients

190 clients

Average Client Portfolio

$1.9M average

Assets Under Management

$356.1M

Fee Structure

Minimum Investment:$50K

Minimum Annual Fee:$1,000

Location

3620 American River Drive, Suite 145, Sacramento, CA, 95864

Get directions

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.

Other Business Activities

Michelle works for Avisen Advisors LLC as a Registered Investment Advisor (RIA). This activity takes about half of Michelle's time and she is compensated with fees.

Employment History

Current Registrations

Avisen Advisors, LLC

June 2019 - Present · 6 yrs 8 mos

Avisen Wealth Management, INC.Broker

February 2012 - Present · 14 yrs

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.