Lisa Michaelson
Lisa Michaelson is a CFP-designated registered investment advisor at Fellowship Financial Group, based in Maitland, FL, with 15 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 492 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fees range from 0.5% to 2.0% depending on account size, type, and complexity. Fees are negotiable.
Fee Estimator
Location
630 N Wymore Road, #304, Maitland, FL, 32751
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
Lisa is a licensed insurance agent at Fellowship Financial, LLC, selling fixed/indexed annuities and life insurance since March 2023. She dedicates time as needed to determine client goals and formulate recommendations.
Employment History
Current Registrations
Fellowship Financial Group
Previous Registrations
Dorman Financial Management, P.A.
Dorman Financial Management, P.A.
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.
Exams
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