Michelle Cross is a CFP-designated registered investment advisor at Mariner, based in Sarasota, FL, 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 Alternative Investments, Annuities, Business Owners, Charitable Giving, and 11 more. Their firm serves 55,512 clients with $130B 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 - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Fees are subject to negotiation. Subject to a minimum quarterly fee of $1,875. Certain alternative strategies and specialized accounts may incur separate strategy fees or third-party manager fees.
Fee Estimator
Location
240 South Pineapple Avenue, Suite 601, Sarasota, FL, 34236
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 the treasurer for the Family Court Professional Coalition since 2021 and has been involved since 2017, dedicating minimal time. She also volunteers with HOPE Family Services since 2016, also dedicating minimal time.
Employment History
Current Registrations
Mariner
Previous Registrations
Allegiant Private Advisors, LLC
Commonwealth Financial Network
H. Beck, INC.
H. Beck, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
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.
Exams
More Advisors
- Carl Watkins, CFPMariner
- Charles Dees, CFA, CFPMariner
- Kerstin Wiles, CFPMariner
- Benjamin Jones, CFPMariner
- Christopher Schwartz, CFPMariner
- Douglas Timmerman, CFPMariner