Michele Farrell is a registered investment advisor at Gradient Advisors, LLC, based in Arden Hills, MN, with 6 years of industry experience. Michele operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3,220 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gradient Advisors uses third-party money managers to manage client accounts. The maximum annual fee Gradient Advisors will charge clients is 1.5% of the assets they manage. This fee is negotiable and depends on the money manager selected, the advisor providing services, and the value of the assets in the account. The fee is payable monthly, quarterly, or annually in advance or arrears based on the money manager. The investment management fees charged by the third-party managers are in addition to Gradient Advisors' fee.
Location
4105 Lexington Avenue N., Suite 225, Arden Hills, MN, 55126
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michele is the owner and investment advisor representative at Elevate Wealth Advisors, dedicating nearly full-time hours to advisory services. She also serves as a Support Director for Inland Valleys Networking, Inc dba BNI Founding Region, spending a few hours per week training on BNI topics.
Employment History
Current Registrations
Gradient Advisors, LLC
Previous Registrations
Oregon Pacific Financial Advisors INC
Gradient Securities, LLCBroker
The Financial Architects Wealth Management LLC
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
State Registrations1 state
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