Michelle Sheridan is a ChFC-designated registered investment advisor at LPL Enterprise, LLC, based in Jacksonville, FL, with 12 years of industry experience. Michelle is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 102,563 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.35% |
Maximum advisory fee for Model Wealth Portfolios is 2.35% and is negotiable, plus manager fees ranging from 0% to 0.60%. Third-party asset management fees typically max out at 2.0%.
Fee Estimator
Location
701 San Marco Blvd, Suite 7100, Jacksonville, FL, 32207
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 has an active notary license since 2013, but has not used it in four years. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
Pruco Securities, LLC.Broker
Prudential Financial Planning Services
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Farmers Financial Solutions, LLCBroker
State Registrations2 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.
Exams
More Advisors
- Phillip BatchelderLPL Enterprise, LLC
- Zac Murphy, CFA, CFPLPL Enterprise, LLC
- Tony WhiteLPL Enterprise, LLC
- Brandon WhaleyLPL Enterprise, LLC
- Andreas HeinrichLPL Enterprise, LLC
- Glenn Weyand, CFPLPL Enterprise, LLC