Michelle Ming is a registered investment advisor at Citigroup Global Markets INC., based in Arcadia, CA, with 17 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 56,938 clients with $47B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CGMI offers various investment advisory programs with different fee structures. The CGMI fee is an annualized, fixed, asset-based fee of up to 2% that is negotiable based on a number of factors. Clients may also pay separate fees to third-party investment managers, generally ranging from 0.05% to 1.00% depending on the asset class and investment style. These fees do not include additional charges such as wire transfer fees, taxes, or brokerage commissions for trades executed outside of CGMI or Clearing Firm.
Location
CWM Retail, Sales, 660 West Duarte Road, Arcadia, CA, 91007
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michelle owns rental properties in Phelan and Alhambra, CA, starting in 2019 and 2024 respectively, dedicating minimal time to these ventures. She also serves as Secretary for Recovery Revelations, Inc., a health care facility, managing the business bank account for a few hours per week.
Employment History
Current Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Nylife Securities LLCBroker
State Registrations16 states
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