Michelle Lutein
Michelle Lutein is a registered investment advisor at Resnick Wealth Alliance, LLC, based in Palm Beach Gardens, FL, with 23 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 55 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Resnick Wealth Alliance charges up to 1.75% annually for portfolio management, depending on the value of your investments, the complexity of services, and the level of administration. The fee is billed quarterly in advance, based on the balance at the end of the billing period. The advisory fee is negotiable. Account values of family members in the same household may be combined to determine the fee.
Location
4400 Pga Boulevard, Suite 404, Palm Beach Gardens, FL, 33410
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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 is a managing member of Balance Partners Properties LLC, a holding company for real estate/rental property, since 2011. She spends minimal time on responsibilities such as rent collection.
Employment History
Current Registrations
Resnick Wealth Alliance, LLC
Previous Registrations
Matrix Private Capital Group
Camden Capital, LLC
J.P. Morgan Securities LLC
Neuberger Berman LLC
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations1 state
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