Michelle Pezzulo
Michelle Pezzulo is a CFP-designated registered investment advisor at Bentley Financial Group, based in Downers Grove, IL, with 8 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. Their firm serves 470 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bentley Financial Group charges an annual fee based on the value of your investments, ranging from 0.00% to 2.50%. This fee covers investment management services, including wrap program accounts. You'll be billed quarterly, in advance, based on the value of your account at the end of the previous quarter. If you end your agreement before the quarter is over, you'll receive a refund for the unused portion of the fee.
Location
1385 Warren Ave., Suite A, Downers Grove, IL, 60515
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michelle operates her LPL business through Bentley Financial Group, Inc. She also spends nearly full-time providing administrative services through Hybrid Bentley Financial Group, Inc, an independent investment advisor firm, and dedicates minimal time as a notary for the state of Illinois. Additionally, Michelle spends minimal time on tax preparation and accounting through Gritis & Associates, LTD.
Employment History
Current Registrations
Bentley Financial Group
LPL Financial LLCBroker
State Registrations1 state
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