Michele Later is a registered investment advisor at Cordatus Wealth Management LLC, based in Yardley, PA, with 7 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, Corporate Executives, Investment Management, Retirement Planning. Their firm serves 308 clients with $630M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees vary from 0.00% to 1.50% per annum of the gross market value of equity assets managed by the firm. Fees are negotiable and depend on account size and complexity.
Fee Estimator
Location
95 S. Main Street, Yardley, PA, 19067
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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 →Other Business Activities
Michele serves as power of attorney for her mother, a role related to investments. This requires minimal time.
Employment History
Current Registrations
Cordatus Wealth Management LLC
Prospera Financial Services, INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
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.
Exams
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