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 Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 860 clients with $1.4B 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 | 1.00% |
Advisory fees are negotiable depending upon the needs of the Client and the complexity of the situation.
Fee Estimator
Location
1764 Georgetown Road, Hudson, OH, 44236
Get directionsHistory
Regulatory History (1)
Judgment / Lien
February 2025Other Business Activities
Michelle is involved with Basti Publishing since 2015. This activity requires minimal time commitment.
Employment History
Current Registrations
Ellsworth Advisors, LLC
Previous Registrations
Western International Securities, INC.Broker
Western International Securities
MML Investors Services, INC.Broker
MML Investors Services, INC.
Nbc Securities, INC.
Nbc Securities, INC.Broker
Fsc Securities CorporationBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
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.