Michael
Schelle
Clear Perspectives Financial Planning, LLC
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About this Advisor
Michael Schelle is a financial advisor based in Cincinnati, Ohio with 5 years of relevant experience. Schelle is an advisor for Clear Perspectives Financial Planning, LLC. Throughout their career, they have worked at Clear Perspectives Financial Planning, LLC, Clear Perspectives Financial Planning, Stay-At-Home Parent and Public Library Of Cincinnati And Hamilton County. Schelle has a Series 65 license, qualifying them as an investment advisor representative, and is able to serve investors in Ohio and Texas. Clear Perspectives Financial Planning, LLC is a financial advisory business that has its headquarters in Cincinnati, OH. It handles $348 million in assets under management between its 904 client accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 904 client accounts, 57% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Clear Perspectives Financial Planning, LLC provides a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules usually vary depending on which services are offered. Fees charged by Clear Perspectives Financial Planning, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Clear Perspectives Financial Planning, LLC Brokerage Details
$348,254,437
12
904
$385,237
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Michael Schelle Work History
Michael has been registered as a financial advisor for 5 years.*
Clear Perspectives Financial Planning, LLC
Clear Perspectives Financial Planning
Stay-At-Home Parent
Public Library Of Cincinnati And Hamilton County
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Schelle 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 Clear Perspectives Financial Planning, LLC
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
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