Michelle Nowfel is a registered investment advisor at City Different Investments, based in Santa Fe, NM, with 21 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 105 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
City Different Investments offers continuous investment management services for a fee, calculated as a percentage of the value of your portfolio. Fees vary by strategy.
Equity Strategies: 0.5% - 2.00% (fees vary by strategy)
Fixed-Income Strategies:
- Up to $50 million: 0.25%
- $50 million - $100 million: 0.20%
- Over $100 million: negotiable
Location
925 Paseo De Peralta, Santa Fe, NM, 87501
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
City Different Investments
Previous Registrations
Thornburg Investment Management INC
Thornburg Securities CorporationBroker
Jackson National Life Distributors, INC.Broker
State Registrations1 state
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.