Michelle Warner
Michelle Warner is a registered investment advisor at Northern Capital Retirement Services, INC., based in Spokane, WA, with 21 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 21 clients with $300M 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 | 0.50% |
| $1.0M - $10.0M | 0.35% |
| $10.0M - $50.0M | 0.20% |
| $50M+ | 0.15% |
Discounted fee schedule available for Washington State Medical Association members. Pure Preservation objective portfolios charge 0.5% on the first $500,000 and 0.0% thereafter. Cash Only portfolios are not assessed a fee. Fees are negotiable.
Fee Estimator
Location
2700 S. Southeast Blvd Suite 205, Spokane, WA, 99223
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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 →Employment History
Current Registrations
Northern Capital Retirement Services, INC.
Northern Capital Management, INC.
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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