Michelle Robinson
Michelle Robinson is a CFP-designated registered investment advisor at The Pines Wealth Management, LLC, based in Southern Pines, NC, with 10 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, High Net Worth, Investment Management, Retirement Planning. Their firm serves 262 clients with $490M 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 |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.30% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | Included |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Location
104 Bradford Village Court, Southern Pines, NC, 28387
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 Activities
Michelle is an Investment Advisor Representative (IAR) at The Pines Wealth Mgmt, LLC since March 2024, advising clients on assets. This activity is full-time and occurs during trading hours.
Employment History
Current Registrations
The Pines Wealth Management, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations12 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.