Michelle Robinson is a CFP-designated registered investment advisor at Joss Brown Wealth Advisors, based in Williamsburg, VA, with 6 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 129 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Joss Brown Wealth Advisors' investment management fees range from 0.25% to 1% of your investments annually, subject to a $5,000 minimum per year. The fee is calculated quarterly in advance. The exact fee depends on the amount you invest, the complexity of your situation, and the services you need. For clients using Betterment, JBWA may receive an additional 2% over the fee Betterment charges. Some high-net-worth clients may use separately managed accounts with Breckenridge or Dimensional Fund Advisors (DFA), which may incur additional fees up to 0.35% or between 0.29% and 0.5% per year, respectively.
Contact
Michelle Robinson
Location
1321 Jamestown Road, Suite 201, Williamsburg, VA, 23185
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Joss Brown Wealth Advisors
Previous Registrations
Joss Brown Wealth Advisors, LLC
State Registrations1 state
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