Michelle Maciosek
Michelle Maciosek is a registered investment advisor at Great Valley Advisor Group, LLC, based in Brookfield, WI, 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 Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 33,099 clients with $9.7B 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 | 2.50% |
| $500K - $1.0M | 2.25% |
| $1.0M - $3.0M | 2.00% |
| $3M+ | 2.00% |
Fees and account value tiers are subject to negotiation at the sole discretion of Great Valley Advisor Group.
Fee Estimator
Location
325 N. Corporate Drive #100, Brookfield, WI, 53045
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
May 2024Other Business Activities
Michelle is associated with MKM LLC, a business entity for tax/investment purposes, since 2019. She also operates under the DBA Next Level Planning & Wealth Management for her LPL business, dedicating full-time hours to it.
Employment History
Current Registrations
Great Valley Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
UBS Financial Services INC.Broker
UBS Financial Services INC.
Morgan Stanley Dw INC.Broker
State Registrations5 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.