Michelle Brownstein

Michelle Brownstein

  • About Michelle
  • Questions & Answers

Advisor Details

Contact Advisor
Company
Vice President at Personal Capital
Address
500 Howard Street, Suite 400
San Francisco CA, 94115
Phone
(855) 855-7965
Follow

About Michelle

Personal Capital provides financial services for the next generation. We offer a full suite of wealth management services, leveraging technology to create a cutting-edge investment strategy and provide the best investor experience possible. We believe in tax efficiency, multi-asset class diversification and tactical weighting. Our founding team is comprised of some of the nation’s leading financial, technology and e-finance executives.

Education

  • Bachelors, Economics, University of California, Los Angeles

Certifications

Registrations

Typical Clients & Fee Structure

Typical Clients

People near retirement
Women
Young professionals

Fee Structure

Commission and Fee
May be paid either on a fee-based basis (e.g. fixed, flat, hourly, percentage, etc) or via commission.