Michelle Flamm
Michelle Flamm is a registered investment advisor at Charles Schwab & CO., INC., based in Los Gatos, CA, with 4 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
275 Los Gatos-Saratoga Rd., Los Gatos, CA, 95030
Get directionsHistory
Regulatory History (1)
Criminal
May 2006Other Business Activities
Michelle is a licensed cosmetologist providing hair services to a few regular clients, dedicating about 10-20% of her time. She also owns rental real estate property since 2011.
Employment History
Current Registrations
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
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.