Michelle Lin
Michelle Lin is a CFP-designated registered investment advisor at Blue Sky Capital Consultants Group, INC., based in Poway, CA, with 16 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, Investment Management, Retirement Planning. Their firm serves 506 clients with $310M 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 $1000K | 1.00% |
| $1.0M - $2.0M | 0.89% |
| $2.0M - $5.0M | 0.77% |
| $5M+ | 0.64% |
Fees are negotiable depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Location
14259 Danielson St., Poway, CA, 92064
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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
Michelle is a registered representative with Independent Financial Group, dedicating about 10-20% of her time. She also works as a client service manager for Blue Sky Capital Consultants Group, spending nearly full-time hours in this role.
Employment History
Current Registrations
Blue Sky Capital Consultants Group, INC.
Independent Financial Group, LLCBroker
Previous Registrations
Capital Financial Consultants Group, INC.
Independent Financial Group, LLC
Independent Financial Group, LLC
Qa3 Financial CORP.Broker
State Registrations1 state
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