Michelle Muhammed
Michelle Muhammed is a CFP, ChFC-designated registered investment advisor at Stratos Wealth Partners, LTD, based in Sandy Spring, MD, with 25 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, Corporate Executives, Education Planning, Estate Planning, and 4 more. Their firm serves 21,699 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stratos Wealth Partners (SWP) offers investment management through Strategic Wealth Management (SWM) accounts and other advisor-managed, non-wrap accounts.
With SWM and other advisor-managed, non-wrap accounts, you'll pay an advisory fee to SWP, plus transaction charges for each trade. The maximum annual advisory fee is 2.0% of the assets managed. In limited cases, SWP may apply a flat fee to provide asset management services, but the maximum flat fee will be no more than 2.0% of the assets under management.
A minimum account value of $10,000 is required for SWM and other advisor-managed, non-wrap accounts; however, in certain instances, the minimum account size may be lower.
Location
Sandy Spring, MD
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2002Other Business ActivitiesSells Insurance
Michelle is a principal at The Next Chapter Divorce, providing divorce financial counseling, and also provides insurance solutions through Next Chapter Divorce Financial Counseling, LLC. She is also a Managing Partner and Sr. Wealth Advisor at M&M Wealth Advisory, dedicating full-time hours to this role, and sells insurance products, dedicating minimal time to this activity.
Employment History
Current Registrations
Stratos Wealth Partners, LTD
Previous Registrations
Edelman Financial Engines
Ef Legacy Securities, LLCBroker
Edelman Financial Services, LLC
Sanders Morris Harris LLCBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations2 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.