Michele
Bria
Fiduciary Counselling Inc
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About this Advisor
Michele Bria is a financial advisor based in Saint Paul, Minnesota, working with Fiduciary Counselling Inc. Michele has previously held a position at Fiduciary Counselling Inc and is registered to provide services in Minnesota and Texas. Currently, Michele is part of Fiduciary Counselling Inc, which operates out of Saint Paul, Minnesota. The firm has 1 office and 88 employees. The firm manages assets totaling $9.5 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 investment companies, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at Fiduciary Counselling Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fiduciary Counselling Inc Brokerage Details
$9,488,550,771
88
1,691
$5,611,207
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Michele Bria Work History
Fiduciary Counselling Inc
Disclosures
Please visit the SEC profile of Michele Bria 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 Fiduciary Counselling Inc
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
Tacoma, WA
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
