Michelle
Soto
Biltmore Family Office, LLC
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About this Advisor
Michelle Soto is a financial advisor based in Orlando, Florida, working with Biltmore Family Office, LLC. Michelle has previously held positions at Commerce National Bank & Trust, Trivergent Trust Company, LLC, and Biltmore Family Office, LLC. Michelle has passed the Series 65 regulatory exam and is registered to provide services in Florida and North Carolina. Currently, Michelle is part of Biltmore Family Office, LLC, which operates out of Orlando, Florida. The firm has one office and employs 20 individuals. The firm manages assets totaling $2.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Biltmore Family Office, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Biltmore Family Office, LLC Brokerage Details
$2,892,462,654
20
981
$2,948,484
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Michelle Soto Work History
Biltmore Family Office, LLC
Trivergent Trust Company, LLC
Commerce National Bank & Trust
Disclosures
Please visit the SEC profile of Michelle Soto to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Biltmore Family Office, LLC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Orlando, FL
Charlotte, NC
Charlotte, NC
Charlotte, NC
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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