MB
ChFC
MB
ChFC

Michelle Brow

12 Years of Experience
Northville, MI

Michelle Brow is a ChFC-designated registered investment advisor at Full Bloom Financial, based in Northville, MI, with 12 years of industry experience. Michelle 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 8 clients with $1.4M in assets under management.

Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
8 clients
Average Client Portfolio
$169K average
Assets Under Management
$1.4M

Fee Structure

Planning is included in investment management

Full Bloom Financial offers wealth management services for an annual fee ranging from $4,000 to $8,000, paid monthly or quarterly in advance. The fee is negotiable and depends on the client's needs and the complexity of their situation. A complexity charge may be added for clients with over $1,000,000 in assets. This fee does not include the fees of any outside investment managers that may be used.

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Location

235 E Main St, Suite 105B, Northville, MI, 48167

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Full Bloom Financial
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Straitgate Financial L.L.C.
March 2019 - January 2025 · 5 yrs 10 mos
Michigan Securities, INC.Broker
February 2015 - February 2019 · 4 yrs
Michigan Advisors, INC
January 2015 - February 2019 · 4 yrs 1 mo
J.P. Morgan Securities LLCBroker
October 2012 - February 2013 · 4 mos
J.P. Morgan Securities LLC
October 2012 - February 2013 · 4 mos
Chase Investment Services CORP.
July 2011 - October 2012 · 1 yr 3 mos
Chase Investment Services CORP.Broker
July 2011 - October 2012 · 1 yr 3 mos
State Registrations1 state
MI
Advisor

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.

Exams
No exam information available for this advisor.