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Michele Blood

Advisor at Front Street Capital Management, Inc.

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Front Street Capital Management, Inc. logo

Firm

Front Street Capital Management, Inc.

Location

Missoula, MT 59802

Credentials

Series 63, Series 66

Industry experience

23 years

About

Michele Blood is a financial advisor at Front Street Capital Management, Inc. in Missoula, MT, holding Series 63 and Series 66 licenses with 23 years of industry experience. She has been with Front Street Capital Management since 2006. Front Street Capital Management is an SEC-registered investment adviser managing approximately $614 million, providing discretionary portfolio management and consulting services to individuals, pension and charitable accounts, and investment companies. The firm employs a bottom-up, long-term fundamental and qualitative approach to equities and serves as the investment manager to the publicly registered Tarkio Fund.

Client services

Based on Front Street Capital Management, Inc.

Portfolio management Consulting

Expertise

Based on Front Street Capital Management, Inc.

Concentrated stock management Active portfolio management Options & derivatives strategies

Fee options

Fixed

$50 to $500 fixed fee arrangements for consulting services

Percentage

$0+: Equity Portfolio Management: typically 1% annually (minimum $100,000 recommended) $0+: Mutual Fund Portfolio Management: typically 0.375% annually (no minimum) $0+: Fixed Income Portfolio Management: typically 0.10% to 0.30% annually (minimum $100,000 recommended) $0+: Delano Portfolio Management: up to 1.0% annually (no minimum)

Project-based

$50 to $100 per hour

Other

Account minimum: $100,000 for Equity and Fixed Income Portfolio Management services; no minimum for Mutual Fund and Delano Portfolio Management services; no stated minimum for Consulting Services Fee-only: Investment advisory fees based on percentage of assets under management; no commissions charged by FSCM.

Location

218 E Front Street Ste 205

Missoula, MT 59802

Most active in

Montana

Work history

Front Street Capital Manangement, Inc.

2006 - Present (20 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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