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CFP

Michelle Gonzalez-Vigil

Kestra Advisory Services, LLC
26 Years of Experience
Charlotte, NC
BrokerSells Insurance
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Michelle Gonzalez-Vigil is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in Charlotte, NC, with 26 years of industry experience. Michelle is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.

Kestra Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1456 advisors
Number of Clients
117,403 clients
Average Client Portfolio
$680K average
Assets Under Management
$79.8B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

1901 Roxborough Road, Ste 300, Charlotte, NC, 28211

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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 ActivitiesSells Insurance

Michelle is a Communications Specialist at NFP Corporate Services, helping clients communicate benefits to their employees, which takes about 10-20% of her time. She also owns rental real estate and volunteers as a communications coordinator and former president for Park Road Montessori School and its PTO, dedicating minimal time to these activities.

Employment History
Current Registrations
Kestra Advisory Services, LLC
April 2016 - Present · 10 yrs 6 mos
Kestra Investment Services, LLC
April 2007 - Present · 19 yrs 6 mos
Kestra Investment Services, LLCBroker
April 2007 - Present · 19 yrs 6 mos
Previous Registrations
NFP Advisor Services, LLC
April 2007 - September 2016 · 9 yrs 5 mos
Vanguard Marketing CorporationBroker
August 1999 - June 2006 · 6 yrs 10 mos
State Registrations1 state
NC
AdvisorBrokerBoth

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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