Michelle Soufan is a CFP-designated registered investment advisor at Ballentine Partners, based in Waltham, 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 Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 353 clients with $15B 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 |
|---|---|
| Any | 0.95% |
Standard High Net Worth tiered schedule ranges from 0.95% to 0.25% with a $40,000 minimum annual fee. Family Office tiered schedule ranges from 0.60% to 0.10% with a $180,000 minimum annual fee. Fees are negotiable.
Fee Estimator
Location
230 Third Avenue, 6th Floor, Waltham, MA, 02451
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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 a board member for the Duke University Regional Alumni, responsible for communications, organizing events, and increasing alumni engagement. She is also an investment committee member at Raffa Investment Advisors, which is not compensated and occurs outside of business hours.
Employment History
Current Registrations
Ballentine Partners
Previous Registrations
Tfc Financial Management INC
Fort Washington Investment Advisors INC
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.
Exams
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