Michelle Mckinnon is a CFP-designated registered investment advisor at Klingman and Associates, LLC, based in New York, NY, with 11 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 660 clients with $4.8B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.25% |
Fees may be negotiable based on particular client circumstances. Many client relationships existed prior to the implementation of our current fee schedule. As a result, clients' fees may differ (higher or lower) from the fee schedule above.
Fee Estimator
Location
120 West 45th Street, Suite 3800, New York, NY, 10036
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Klingman and Associates, LLC
Previous Registrations
Payne Capital Management, LLC
State Registrations2 states
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