Michelle Hoexum is a registered investment advisor at Revalue LLC, based in Grand Rapids, MI, with 14 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Socially Responsible Investing. Their firm serves 185 clients with $100M 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 | 1.25% |
| $10M+ | 1.25% |
Fees negotiable for assets above $10 million.
Fee Estimator
Location
Grand Rapids, MI
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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.
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Michelle works as an independent contractor and Chief Growth Officer for Propeller LLC, assisting non-profits and start-ups with revenue strategies. This role requires a few hours per week and is not investment-related.
Employment History
Current Registrations
Revalue LLC
Previous Registrations
Revalue LLC
Centennial Securities Company INC
Centennial Securities Company, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Comerica Securities
Comerica SecuritiesBroker
State Registrations2 states
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