Advisor at Portia Capital Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Portia Capital Management
Location
Fort Worth, TX
Credentials
CFA®, Series 63, Series 65, Series 66
Industry experience
12 years
Michelle Connell is a CFA charterholder with 12 years of industry experience. She has worked at Portia Capital Management since 2017 and previously at Castle Hill Advisors, LLC. She is also an adjunct professor of finance at the University of Dallas. Portia Capital Management serves high-net-worth individuals, families, trusts, and institutional clients, offering comprehensive financial planning and portfolio management. The firm emphasizes asset allocation, diversification, and manager selection using proprietary lists and third-party data, managing approximately $56 million for about 30 clients.
Based on Portia Capital Management
Negotiated fixed fees for projects requiring more than 10 hours
$500,000+: 0.50% to 1.00% annually, negotiated individually
Hourly fee of $250/hour
Account minimum: $500,000 Minimum fee: Minimum annual fee of $5,000 Fee-only: Hourly fee of $250/hour; fixed fees negotiable for larger projects
Fort Worth, TX
Louisiana · Texas
Portia Capital Management
2017 - Present (9 years)
Castle Hill Advisors, LLC
2015 - 2016 (1 year)
University of Dallas
2015 - Present (11 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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CFP®
Fort Worth, TX
Waymaker Financial Planning
Michelle Vargas, Certified Financial Planner™ is the President of Waymaker Financial Planning, a Fee-Only firm that provides transparent and accessible financial guidance. She enjoys helping clients navigate and plan all aspects of their financial life so that they will worry less about their future and free up more time to spend doing what they love. After earning a degree in Finance from the University of Southwestern Louisiana in 1990, she moved to Florida and started her career with Harcourt Brace Publishing. Her journey into personal finance began when she signed up for her 401K and wanted to learn about additional options to plan for retirement. This eventually led to working as a financial advisor and completing the extensive education requirements for becoming a CFP® in 1998. She believes her experience as a young professional searching for unbiased advice enables her to better serve Gen XY professionals because she remembers what it was like being in their shoes. As a former homeschool parent and the wife of a federal employee, she is passionate about helping women, homeschool families, and federal workers plan wisely for a comfortable financial future. In her spare time, she enjoys hiking in Colorado, barbecuing with family, and working in her garden.
CFP®, Series 66
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