Michelle Patel
Michelle Patel is a CFP-designated registered investment advisor at Patel Wealth Strategies, INC., based in Chandler, AZ, 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 Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 45 clients with $8.9M 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 $500K | 1.40% |
| $500K - $750K | 1.00% |
| $750K - $1.3M | 0.90% |
| $1.3M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.75% |
Fees are negotiable based on various criteria. Asset management services are also available through American Funds Service Company (AFS) with fees up to 1% annually.
Fee Estimator
Location
3100 W Ray Road, Suite 201, Chandler, AZ, 85226
Get directionsHistory
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
Michelle offers health insurance through Black Gould and Associates and life insurance through First Colony, as well as fixed annuities through American General Life Insurance. She also serves as Secretary of the Board of Ministry at Epiphany Luther Church, dedicating minimal time each month to recording meeting notes and attending meetings.
Employment History
Current Registrations
Patel Wealth Strategies, INC.
Previous Registrations
Fsc Securities Corporation
Fsc Securities Corporation
Aegis Financial Group, INC.
Fsc Securities CorporationBroker
Eastern Point Advisors INC.
Investors Capital CORP.Broker
World Group Securities, 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.