Michelle Smith
Michelle Smith is a registered investment advisor at Bankers Life Advisory Services, INC., based in Williamsport, PA, with 8 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11,822 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bankers Life Advisory Services (BLAS) charges an annual fee for managing your investment portfolio, ranging from 0.50% to 2.5% of the portfolio's value. This fee is negotiable. The fee is deducted from your account quarterly in advance.
Location
1000 Commerce Park Drive Ste 301, Williamsport, PA, 17701
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2023Other Business ActivitiesSells Insurance
Michelle is a 1099 contracted insurance agent with Bankers Life, holding licenses for life, annuities, LTC, and Medicare supplements and advantage plans, dedicating about a quarter of her time to this. She also serves as treasurer for St John Cemetery Association and St. John's Lutheran Church, spending minimal time and a few hours per week, respectively.
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, 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.