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Michele Fine

Park Avenue Securities LLC
22 Years of Experience
New York, NY
1 DisclosureBrokerSells Insurance
View SEC Summary
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Michele Fine is a registered investment advisor at Park Avenue Securities LLC, based in New York, NY, with 22 years of industry experience. Michele is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 82,118 clients with $20B in assets under management.

Park Avenue Securities LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1914 advisors
Number of Clients
82,118 clients
Average Client Portfolio
$238K average
Assets Under Management
$19.6B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.05%
$500K - $1000K2.00%
$1.0M - $2.0M1.95%
$2M+1.90%

Schedule reflects the maximum client fee for the Park Avenue Portfolio Select program. Other wrap fee and third-party programs have varying fee schedules with advisor fees ranging from 0.50% to 1.75% plus platform and manager fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

437 Madison Avenue, 29th Floor, New York, NY, 10022

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2016
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Michele is involved in several outside business activities, including serving as a board member for the UJA Business Leader's Forum and co-treasurer for the Women's International Zionist Organization (WIZO). She also conducts insurance and investment business through Cornerstone Wealth Advisory LLC and sells insurance products through outside carriers, dedicating minimal time to this.

Employment History
Current Registrations
Park Avenue Securities LLC
June 2013 - Present · 13 yrs 4 mos
Park Avenue Securities LLCBroker
April 2004 - Present · 22 yrs 6 mos
State Registrations22 states
AZCACOCTDCDEFLILINLAMAMDNCNJNYOHPASCSDTXVAWI
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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