Michele Laws
Michele Laws is a registered investment advisor at Portside Wealth Group, LLC, based in Swansea, IL, with 22 years of industry experience. Michele operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 5,384 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portside Wealth Group charges an annual fee for managing your investments, ranging from 0% to 2% of your portfolio's value. The exact percentage depends on the size of your portfolio, the complexity of the services, and the level of administration you request. The fee is calculated based on the balance at the end of the previous quarter and is billed quarterly in advance. The fee is negotiable.
Location
4010 N. Illinois St. Suite 1, Swansea, IL, 62226
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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
Michele offers life, health, annuity, and Medicare services through Turning Point Financial, dedicating about a quarter of her time, mostly during trading hours. She also engages in several non-investment related activities, including board memberships, speaking engagements, real estate holdings, tax preparation assistance, and financial coaching related to divorce.
Employment History
Current Registrations
Portside Wealth Group, LLC
Previous Registrations
Dfpg Investments, LLCBroker
Townsquare Capital, LLC
Allegis Investment Services, LLCBroker
Allegis Investment Advisors, LLC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
MML Investors Services, INC.Broker
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.