Michelle Orellana is a CFP-designated registered investment advisor at Spark Financial Advisors, based in Richmond, VA, with 7 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 150 clients with $120M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $7.0M | 0.50% |
| $7M+ | 0.25% |
Fees are negotiable. Minimum annual fee of $5,000.
Fee Estimator
Contact
Michelle Orellana
Location
7130 Glen Forest Drive, Suite 110, Richmond, VA, 23226
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Spark Financial Advisors
Previous Registrations
Verus Financial Partners
State Registrations4 states
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