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Michelle Raabe
18 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 18 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 430 clients with $300M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
39 advisors
Number of Clients
430 clients
Average Client Portfolio
$686K average
Assets Under Management
$295.2M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
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
Get directionsHistory
Regulatory History (1)
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Financial
February 2026Pending
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 · 2 yrs 9 mos
Bci Securities, INC.Broker
August 2023 - Present · 2 yrs 9 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.