Michelle Wilkinson
Michelle Wilkinson is a registered investment advisor at Integrated Wealth Solutions, LLC, based in York, PA, with 12 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 223 clients with $53M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.45% |
Fees are negotiable.
Fee Estimator
Location
2215 E. Market St, York, PA, 17402
Get directionsHistory
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 ActivitiesSells Insurance
Michelle spends about 10-20% of her time on insurance sales. She also works as an investment advisor representative for Terrawealth Management, dedicating about 10-20% of her time to investment advisory services and administrative duties.
Employment History
Current Registrations
Integrated Wealth Solutions, LLC
Previous Registrations
Terra Wealth
Cape Securities INC.Broker
Primerica Advisors
PFS Investments 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.