Michelle Crumm is a CFP-designated registered investment advisor at Belle Eve Financial, based in Dexter, MI, with 2 years of industry experience. Michelle 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, Gen X, and 7 more. Their firm serves 15 clients with $35M in assets under management.
Compensation
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IM Fee
Assets Under Management
Fee Structure
Belle Eve Financial offers an ongoing Financial Planning Program with fees ranging from $500 to $1500 per month or $1500 to $4500 per quarter, depending on your net worth. This includes portfolio rebalancing, annual financial projection updates, semi-annual update meetings, ongoing financial planning advice, and access to portfolio aggregation and financial planning applications.
- Initial comprehensive financial plan - A one-time fee up to $6,000, depending on complexity.
- Hourly consultation - $350 per hour for specific questions or issues.
Contact
Michelle Crumm
Location
Dexter, MI
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Regulatory History
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Current Registrations
Belle Eve Financial
State Registrations1 state
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Additional Information
Michelle Crumm is an experienced entrepreneur and financial advocate dedicated to empowering women through personalized financial planning. Driven by a passion to serve women and break down financial barriers, Michelle specializes in comprehensive financial plans tailored to the unique challenges faced by women. Drawing from over five decades of life experience and her journey through significant financial milestones, including navigating a significant windfall, transitioning from retirement to a thriving second career, and founding three successful business ventures, she brings a wealth of knowledge and insights to the table.