Michele Nettesheim
Michele Nettesheim is a CFP-designated registered investment advisor at Phoenix Wealth Advisors INC., based in Chapel Hill, NC, with 21 years of industry experience. Michele operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,592 clients with $640M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.00% |
Reduced all-inclusive wrap fees are offered to certain client types: Active employee and partner/spouse, children, and parents residing in the home: 0.15%; Former employee and partner/spouse and children: 0.30%; Non-profits, corporations, and non-immediate family of employees (active and former): 0.50%. Non-discretionary accounts are charged 1.00% of principal per transaction.
Fee Estimator
Location
100 Europa Drive, Suite 390, Chapel Hill, NC, 27517
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2024Other Business Activities
Michele is a professor/teacher, an advisor at Phoenix Wealth Advisors, Inc. (an independent RIA), the owner of What a View Rentals LLC, and a financial planner/advisor at Phoenix Wealth Advisors. Her RIA work and support company activities each take about half of her time, while her rental property requires minimal time.
Employment History
Current Registrations
Phoenix Wealth Advisors INC.
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
State Registrations19 states
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.