Michelle Smalenberger
Michelle Smalenberger is a CFP-designated registered investment advisor at Financial Design Studio, INC., based in Deer Park, IL, with 14 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 134 clients with $110M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.60% |
Fees may be negotiable based on the complexity of your financial situation or total assets managed. The firm reserves the right to offer fee waivers or discounts at its discretion.
Fee Estimator
Contact
Michelle Smalenberger
Location
21660 West Field Parkway, Suite 118, Deer Park, IL, 60010
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 →Employment History
Current Registrations
Financial Design Studio, INC.
Previous Registrations
Kabarec Financial Advisors LTD
State Registrations3 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
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