Michelle Perry
Michelle Perry is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in O Fallon, MO, with 14 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 Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B 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 $750K | 2.25% |
| $750K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.
Fee Estimator
Location
O Fallon, MO
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2022Other Business ActivitiesSells Insurance
Michelle sells fixed insurance, dedicating about 10% of her time to this activity. She also co-owns Modica Lakehouse, LLC, a real estate entity, and owns Perry Services, LLC, an entity established to facilitate securities, advisory, and insurance business, taking about a quarter of Michelle's time.
Employment History
Current Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Commonwealth Financial Network
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations9 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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