Michelle Bissler is a registered investment advisor at LPL Financial LLC, based in Chagrin Falls, OH, with 13 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1194 Bell Road, Chagrin Falls, OH, 44022
Get directionsHistory
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 CPA, bookkeeper, and tax preparer, dedicating about a quarter of her time to this. She also operates under several DBAs for her LPL business, including Western Reserve Wealth Advisors and Michelle Bissler Financial LLC, and spends full-time hours on these investment-related activities. Michelle also owns Keystone Properties Real Estate LLC, spending a few hours per week on real estate rental activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations9 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.