Michelle Bartel
Michelle Bartel is a registered investment advisor at Charles Schwab & CO., INC., based in Reno, NV, with 24 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, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
5301 Kietzke Lane, Suite 100, Reno, NV, 89511-2083
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2019Other Business Activities
Michelle is an advisory council member for John Muir Health, providing strategic counsel and community outreach, dedicating about 10-20% of her time. She also serves as a board of director for Eco Thrive Initiatives, a non-profit, spending about 10-20% of her time in general decision making and consultation.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Citicorp Investment ServicesBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Nylife Securities INC.Broker
State Registrations27 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.