Michelle Eldridge
Michelle Eldridge is a CFA-designated registered investment advisor at Clear Ridge Wealth Management, LLC, based in Kalamazoo, MI, with 15 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 118 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.40% |
Certain pre-existing Investment Management Services clients may be on a different fee schedule. All accounts for members of the client’s family (husband, wife and dependent children) or related businesses may be assessed fees based on the total balance of all accounts.
Fee Estimator
Location
259 E. Michigan Avenue, Suite 105, Kalamazoo, MI, 49007
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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 Activities
Michelle is a board director at Mercantile Bank since 2007, dedicating about 10-20% of her time to reviewing loans and policies. She also serves on the investment committees for Kalamazoo Valley Community College Foundation and Western Michigan University Foundation, spending minimal time per week collectively making portfolio management recommendations.
Employment History
Current Registrations
Clear Ridge Wealth Management, LLC
Previous Registrations
Lvm Capital Management LTD
State Registrations2 states
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