Michelle Soto is a CFP, PFS-designated registered investment advisor at Biltmore Family Office, LLC, based in Orlando, FL, with 3 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 83 clients with $3.2B 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 $10.0M | 1.00% |
| $10.0M - $25.0M | 0.85% |
| $25M+ | 0.50% |
Fee Estimator
Location
1000 Legion Place, Suite 1250, Orlando, FL, 32801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Biltmore Family Office, LLC
Previous Registrations
Genspring Family Offices, LLC
State Registrations2 states
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