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Michelle Raabe

19 Years of Experience
Coral Gables, FL
1 DisclosureBroker

Michelle Raabe is a registered investment advisor at Bci Securities, INC., based in Coral Gables, FL, with 19 years of industry experience. Michelle is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 448 clients with $400M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
37 advisors
Number of Clients
448 clients
Average Client Portfolio
$898K average
Assets Under Management
$402.2M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.75%

Maximum wrap fee program advisory fee is 2.75% annually. Non-discretionary accounts outside the program are generally charged 0.50% annually. Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2855 S. Le Jeune Road, 1st. Floor, Coral Gables, FL, 33134

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History

Regulatory History (1)
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Financial
February 2026
Final
Other Business Activities

Michelle works as a banker for CNB, a firm under common control, since July 2023. This takes about 10-20% of her time.

Employment History
Current Registrations
Bci Securities, INC.
August 2023 - Present · 3 yrs 2 mos
Bci Securities, INC.Broker
August 2023 - Present · 3 yrs 2 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
September 2006 - August 2022 · 15 yrs 11 mos
State Registrations5 states
CADEFLNYPA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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