Michelle Holmes is a CFA, CFP-designated registered investment advisor at Briaud Financial Advisors, based in Mandan, ND, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 278 clients with $780M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
A minimum of $1,000,000 of assets under management is required for our services. This account size may be negotiable under certain circumstances. Discounts, not generally available to our advisory clients, may be offered to family members and friends of associated persons of our firm.
Fee Estimator
Contact
Michelle Holmes
Location
Mandan, ND
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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
Briaud Financial Advisors
State Registrations2 states
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