Michelle Hallenbeck
Michelle Hallenbeck is a registered investment advisor at Private Advisor Group, LLC, based in Hopkinton, MA, 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 Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
85 Main Street, Hopkinton, MA, 01748
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michelle spends nearly full-time on Atlas Wealth Strategies, a DBA for her LPL business. She also dedicates about 10-20% of her time to Private Advisor Group, providing administrative services as a licensed assistant.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
State Registrations1 state
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