Michelle Alsobrook is a registered investment advisor at Corient, based in Fayetteville, AR, 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 Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 4 more. Their firm serves 26,586 clients with $170B 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 | 1.00% |
Fees vary by client and services provided, ranging up to 1.00% per year, and are negotiable. Clients acquired through business acquisitions may remain on their legacy fee schedules.
Fee Estimator
Location
220 S. School Ave., Fayetteville, AR, 72701
Get directionsHistory
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
Michelle is an investment advisor representative (IAR) at Cabana Asset Management, dedicating about 10-20% of her time to this role. She is also a Senior Client Success Specialist and Wealth Advisor at Corient Private Wealth, working nearly full-time in this position.
Employment History
Current Registrations
Corient
Cabana Asset Management
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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
More Advisors
- Barbara Mills, CFPArvest Wealth Management
- Madison Blalock, CFPGreenwood Gearhart, LLC
- Horace Cozart, ChFCCornerstone Advisors LLC
- Arthur Walker, CFPEdward Jones
- Lisa Brown, CFPGreenwood Gearhart, LLC
- Caleb Rawson, CFAWhite River Capital Advisors, LLC