Renee Michel is a registered investment advisor at Sweeney & Michel, LLC, based in Chico, CA, with 22 years of industry experience. Renee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 688 clients with $750M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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Fee Structure
Sweeney & Michel offers comprehensive wealth management through a bundled wrap fee program. Complete details regarding the investment management fee structure and wrap program are provided in a separate wrap fee program brochure.
Location
196 Cohasset Road, Suite 100, Chico, CA, 95926
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Renee is the President of North Valley California Women for AG, a non-profit organization, since 2016, dedicating minimal time. She is also a Community Advisory Board Member for the Salvation Army, spending a few hours per week helping with marketing and spreading their mission.
Employment History
Current Registrations
Sweeney & Michel, LLC
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
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.
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