Michele Burkholder
Michele Burkholder is a CFP, ChFC-designated registered investment advisor at Hornor, Townsend & Kent, LLC, based in Conshohocken, PA, with 25 years of industry experience. Michele operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 31,522 clients with $7.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HTK offers investment advisory services through third-party asset managers (TPAMs). When HTK and its advisors act as co-advisors, they may receive a portion of the advisory fee charged by the TPAM. In some cases, the advisor may add a fee to the TPAM fee for certain advisory services. HTK charges up to 1.5% of the client's account value, not including manager fees and other charges associated with the TPAM program.
Location
161 Washington Street, Floor 11, Suite 1111, Conshohocken, PA, 19428
Get directionsHistory
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 works as an agent at 1847 Financial, a life insurance brokerage, dedicating nearly full-time hours to sales and service of insurance products. She is also a partner at The Burkholder Team, another life insurance brokerage, spending about a quarter of her time on marketing insurance sales.
Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Directed Services LLCBroker
Directed Services, INC.Broker
State Registrations12 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.