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Michelle Schwab

Ellsworth Advisors, LLC
23 Years of Experience
Hudson, OH
View SEC Summary
View SEC Summary

Michelle Schwab is a registered investment advisor at Ellsworth Advisors, LLC, based in Hudson, OH, with 23 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 860 clients with $1.4B in assets under management.

Ellsworth Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
860 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable depending on the needs of the client and the complexity of the situation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1764 Georgetown Road, Hudson, OH, 44236

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Michelle is involved with Basti Publishing since 2015. This activity requires minimal time commitment.

Employment History
Current Registrations
Ellsworth Advisors, LLC
November 2018 - Present · 7 yrs 11 mos
Previous Registrations
Western International Securities, INC.Broker
December 2010 - May 2017 · 6 yrs 5 mos
Western International Securities
December 2010 - May 2017 · 6 yrs 5 mos
MML Investors Services, INC.Broker
July 2004 - September 2010 · 6 yrs 2 mos
MML Investors Services, INC.
July 2004 - September 2010 · 6 yrs 2 mos
Nbc Securities, INC.
June 2002 - June 2004 · 2 yrs
Nbc Securities, INC.Broker
June 2002 - June 2004 · 2 yrs
Fsc Securities CorporationBroker
January 2002 - March 2002 · 2 mos
Lincoln Financial Advisors CorporationBroker
November 2000 - October 2001 · 11 mos
The Lincoln National Life Insurance CompanyBroker
November 2000 - October 2001 · 11 mos
State Registrations1 state
OH
Advisor

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
No exam information available for this advisor.
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