LM
LM
Lindsey Michaelides
22 Years of Experience
Dublin, OH
1 DisclosureBroker
Lindsey Michaelides is a registered investment advisor at Wells Fargo Advisors, based in Dublin, OH, with 22 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
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Location
6515 Longshore Loop, Ste 200, Dublin, OH, 43017
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2009Denied
Employment History
Current Registrations
Wells Fargo Advisors
April 2024 - Present · 2 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
PNC InvestmentsBroker
April 2018 - April 2024 · 6 yrs
PNC Investments
April 2018 - April 2024 · 6 yrs
J.P. Morgan Securities LLC
July 2016 - April 2018 · 1 yr 9 mos
J.P. Morgan Securities LLCBroker
July 2016 - April 2018 · 1 yr 9 mos
UBS Financial Services INC.
June 2015 - June 2016 · 1 yr
UBS Financial Services INC.Broker
June 2015 - June 2016 · 1 yr
J.P. Morgan Securities LLCBroker
October 2012 - July 2015 · 2 yrs 9 mos
J.P. Morgan Securities LLC
October 2012 - July 2015 · 2 yrs 9 mos
Chase Investment Services CORP.
July 2007 - October 2012 · 5 yrs 3 mos
Chase Investment Services CORP.Broker
July 2007 - October 2012 · 5 yrs 3 mos
Jpmorgan Distribution Services, INC.Broker
January 2007 - July 2007 · 6 mos
Chase Investment Services CORP.
March 2006 - December 2006 · 9 mos
Chase Investment Services CORP.Broker
July 2005 - December 2006 · 1 yr 5 mos
Banc One Securities CorporationBroker
May 2003 - July 2005 · 2 yrs 2 mos
State Registrations34 states
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Exams
No exam information available for this advisor.