Michele Prell is a CFP-designated registered investment advisor at Stevens Capital Partners, based in Omaha, NE, with 15 years of industry experience. Michele operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 582 clients with $600M 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 $375K | Included |
| $375K+ | 1.35% |
For accounts managed directly by Stevens Capital Partners, there is a flat fee of $5,000 for accounts valued at $375,000 or less. The annual fees are negotiable, pro-rated and paid in advance on a quarterly basis.
Fee Estimator
Location
15514 Spaulding Plaza, Suite D02, Omaha, NE, 68116
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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 →Employment History
Current Registrations
Stevens Capital Partners
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Mariner Wealth
Msec, LLCBroker
Cor Clearing LLCBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Cls Investments, LLC
Northern Lights Distributors, LLCBroker
State Registrations1 state
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