Michelle Perry
Michelle Perry is a registered investment advisor at Commonwealth Financial Network, based in O Fallon, MO, with 13 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.
Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.
Location
O Fallon, MO
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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 Registrations8 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.