Michelle
Wolff
Homrich Berg
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About this Advisor
Michelle Wolff is a certified financial planner operating in Atlanta, Georgia who has 2 years of relevant experience. Wolff is an employee of Homrich Berg. Over the course of their career, they have held roles at Kays Financial Advisory Corp and Homrich Berg. Wolff is registered to serve investors in Georgia. Homrich Berg is a business that has its headquarters in Atlanta, GA. The company has offices in four locations and a total of 171 advisors. It controls $13 billion in total assets among its 15,429 accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 89 charities and foundations. Of its 15,429 client accounts, 59% belong to high-net-worth clients who have more than $1 million in assets. Homrich Berg offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial management fees usually vary depending on the type of financial services provided. However, fees charged by Homrich Berg most likely are comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Homrich Berg Brokerage Details
$12,528,313,663
171
15,429
$811,998
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Michelle Wolff Work History
Michelle has been registered as a financial advisor for 2 years.*
Homrich Berg
Kays Financial Advisory Corp
*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 Michelle Wolff 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 Homrich Berg
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Alpharetta, GA
Atlanta, GA
Atlanta, GA
The content in this profile was updated by SmartAsset on 4/16/2023. 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.