Michelle Sedlacek is a registered investment advisor at Charles Schwab & CO., INC., based in Wayzata, MN, 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 Estate Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
130 Lake Street West, Floor 01, Wayzata, MN, 55391-1599
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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 an advisory board member for the Women in Leadership Certificate program at Minnesota State University - Mankato since October 2024. She provides feedback on the program's coursework and offerings, dedicating about 10-20% of her time to this non-financial role.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Waddell & ReedBroker
Waddell & Reed
Mutual Securities, INC.Broker
Intellicents Investment Solutions INC
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Charles Schwab & CO., INC.Broker
State Registrations2 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.