Michelle Gordon is a registered investment advisor at Investably LLC, based in Bethesda, MD, with 15 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 10 clients with $2.4M 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 | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.55% |
| $20M+ | 0.40% |
Annual fee is negotiable based on certain criteria. For clients with less than $1 Million of asset under management with Investably the Ongoing Wealth Planning annual fee ranges from $3,600 to $8,400 based on complexity and individual client needs.
Fee Estimator
Location
2 Bethesda Metro Center, Suite 200, Bethesda, MD, 20814
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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 ActivitiesSells Insurance
Michelle is a featured expert guest contributor for ComercioTV, appearing on a live television series. She is also an independent insurance agent with Prosperably, LLC, spending a few hours per week on this activity, and the Founder & CEO of Happy Wealth Me LLC, a financial wellness and education company. Finally, Michelle is a managing member of Lendbly LLC, spending minimal time on affiliate online marketing relationships.
Employment History
Current Registrations
Investably LLC
Previous Registrations
The Leaders Group, INC.Broker
The Leaders Group, INC.Broker
Profunds Distributors, INC.Broker
Gain Securities, INC.Broker
State Registrations3 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.