Michael Schell
Michael Schell is a CFP-designated registered investment advisor at Pathway Financial Advisors, LLC, based in South Burlington, VT, with 7 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 241 clients with $890M 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 - $3.0M | 0.85% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable and may be offered on an annual flat fee basis, not to exceed 3.00% of the client’s assets under management. For discretionary investment management services offered as a stand-alone service, the annual fee generally ranges between negotiable and 1.50%.
Fee Estimator
Contact
Michael Schell
Location
725 Community Drive, Suite 402, South Burlington, VT, 05403
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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 →Employment History
Current Registrations
Pathway Financial Advisors, LLC
Previous Registrations
Sensible Financial Management
Milne Financial Planning, INC.
State Registrations1 state
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