Lisa Michaelson
Lisa Michaelson is a CFP-designated registered investment advisor at Fellowship Financial Group, based in Maitland, FL, with 14 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 466 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fellowship Financial Group's fee for managing your investments ranges from 0.5% to 2.0% per year, depending on the size, type, and complexity of your account. The fee is calculated monthly based on the average daily balance. The advisory fee is negotiable. Family accounts may be combined to potentially lower the fee.
Location
630 N Wymore Road, #304, Maitland, FL, 32751
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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.
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.