Michele Osterberg
Michele Osterberg is a registered investment advisor at Bonsai Advisors LLC, based in Hingham, MA, with 5 years of industry experience. Michele operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 35 clients with $21M 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Annual fees are negotiable at Bonsai's discretion.
Fee Estimator
Location
Hingham, MA
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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
Michele is a Senior Director at Bonsai LLC, involved in investment-related and insurance business activities, dedicating nearly full-time hours to this role. She also works as an Independent Consultant for Rodan & Fields, selling skincare, and as a Brand Ambassador for Shaklee, dedicating minimal time to each.
Employment History
Current Registrations
Bonsai Advisors LLC
The Leaders Group, INC.
The Leaders Group, INC.Broker
Previous Registrations
Tlg Advisors, INC.
Goldman, Sachs & CO.Broker
State Registrations2 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.