Michelle Blouin
Michelle Blouin is a registered investment advisor at Route 20 Private Wealth INC., based in Fort Lauderdale, FL, with 3 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 56 clients with $55M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum fee is 2% per year. All fees are negotiable.
Fee Estimator
Location
401 East Las Olas Blvd., Suite 1400, Fort Lauderdale, FL, 33301
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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
Route 20 Private Wealth INC.
Previous Registrations
Route 20 Private Wealth INC.
Axxcess Wealth Management, LLC
Weitz Financial Group LLC
Fortitude Advisory Group L.L.C.
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.