Michelle Nguyen
Michelle Nguyen is a registered investment advisor at Sonrisa Investment Management, LLC, based in Irvine, CA, with 5 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $2.0M | 1.00% |
| $2M+ | 1.00% |
Management fees may be negotiable depending on assets, investments, and complexity. A minimum monthly fee of $25 applies if the annual fee calculation falls below this amount.
Fee Estimator
Location
Irvine, CA
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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 →Other Business ActivitiesSells Insurance
Michelle is the Managing Member/Owner of MPT Global Management Services, offering tax preparation, real estate investment management, and insurance consulting services, dedicating about 10-20% of her time. She also serves as Managing Member/Owner of Viet Art Center Foundation, providing immigration consulting services, also dedicating about 10-20% of her time.
Employment History
Current Registrations
Sonrisa Investment Management, LLC
Previous Registrations
Salomon Smith Barney INC.
State Registrations1 state
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