Michelle Boyer is a CFP-designated registered investment advisor at Vanguard Advisers, INC., based in Charlotte, NC, 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 817,328 clients with $300B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Vanguard Situational Advisor offers a one-time financial plan consultation for a fee:
- New Model: $250, potentially paid by the participant, the plan sponsor, or a combination of both.
- Legacy Model:
- $250 for participants with $50,000 to $500,000 in total Vanguard assets.
- $1,000 for participants with less than $50,000 in total Vanguard assets. Fee waivers are available for participants with over $500,000 in total Vanguard assets or who are over age 55.
Location
1030 Admiral Nelson Ct, Charlotte, NC, 28262
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michelle is an employee of The Vanguard Group and serves as the executor of a sibling's estate, dedicating a few hours per week. She also owns multiple rental properties and Main Street Rental, LLC, and owns Foresight Financial Services, Inc. where she prepares tax returns, dedicating a few hours per week.
Employment History
Current Registrations
Vanguard Marketing Corporation
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
Previous Registrations
USAA Investment Management Company
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Ameriprise Financial Services, INC.Broker
State Registrations3 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.