Michelle Gessner
Michelle Gessner is a CFP-designated registered investment advisor at Gessner Wealth Strategies LLC, based in Houston, TX, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 39 clients with $60M 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 | 1.25% |
| $1.0M - $3.0M | 1.10% |
| $3.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.70% |
| $25M+ | 0.50% |
Fees are negotiable in some cases. Separately Managed Account or Direct Indexing Account Manager services are an additional optional service available. If selected and applicable, an additional Annual Fee ranging between 0.10% - 0.29% of assets under management (“AUM”), is billed quarterly as a separate line item on Client statement.
Fee Estimator
Location
1717 St James Place, Suite 625, Houston, TX, 77056
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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 licensed insurance agent with Gessner Wealth Strategies since 2016. This activity is insurance-related.
Employment History
Current Registrations
Gessner Wealth Strategies LLC
Previous Registrations
MML Investors Services, LLC
Park Avenue Securities LLC
MML Investors Services, LLC
State Registrations1 state
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.