Michelle Cavallero
Michelle Cavallero is a registered investment advisor at Kingswood Wealth Advisors, LLC, based in Roseville, CA, with 20 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 9,250 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kingswood Wealth Advisors typically charges a percentage of the assets in your account, up to 2.5% annually. The exact fee is negotiable and may vary depending on your financial advisor. Fees are usually assessed quarterly based on the prior quarter-end value. KWA also offers a wrap fee program that bundles advisory fees, commissions, and custodian fees into one charge. KWA may also assess a platform fee up to 0.30% to cover the cost of maintaining its platform and to offset certain administrative costs and services. Accounts below KWA’s minimum account level of $100,000, will be assessed a $20.00 quarterly fee.
Location
3500 Douglas Blvd, Suite 150, Roseville, CA, 95661
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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.
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Michelle works as an Operations Manager for Compass Wealth Management DBA Sutter Wealth Management, dedicating nearly full-time hours to client services and office management. She also knits blankets for foster kids, spending a few hours per week on this activity.
Employment History
Current Registrations
Kingswood Wealth Advisors, LLC
Kingswood Capital Partners, LLCBroker
Previous Registrations
Resurgent Financial Advisors LLC
Hayden Royal
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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.