Michels Family Financial helps individuals, high-net-worth families, trusts, and estates build, manage, and preserve their wealth. The firm provides both discretionary and non-discretionary investment management, building tailored portfolios using stocks, bonds, exchange-traded funds, mutual funds, and cash alternatives. In addition to portfolio management, Michels Family Financial offers comprehensive financial planning covering retirement income, taxes, estate planning, charitable giving, and risk management. The firm also provides consulting services for specific financial topics. Investment management clients receive financial planning included as part of their ongoing portfolio management services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.35% |
| $250K - $500K | 1.30% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable. Clients may also opt for a fixed fee rate. Employee and family accounts receive reduced rates.