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CFP

Michael Touscany

Confluence Financial Partners
35 Years of Experience
Mcmurray, PA
View SEC Summary
View SEC Summary

Michael Touscany is a CFP-designated registered investment advisor at Confluence Financial Partners, based in Mcmurray, PA, with 35 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 4 more. Their firm serves 5,228 clients with $7.8B in assets under management.

Confluence Financial Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
45 advisors
Number of Clients
5,228 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$7.8B

Fee Structure

Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Separately managed accounts charge up to 1.50% annually. Compass services charge 1.00% annually. Additional management fees apply for managed stock portfolios (0.25%), third-party managers (up to 0.70%), and sub-advisors (up to 0.85%). Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

732 E Mcmurray Rd, Mcmurray, PA, 15317

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Confluence Financial Partners
March 2024 - Present · 2 yrs 7 mos
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
February 2012 - April 2024 · 12 yrs 2 mos
Stifel, Nicolaus & Company, IncorporatedBroker
February 2012 - April 2024 · 12 yrs 2 mos
Wells Fargo Advisors, LLC
October 2010 - March 2012 · 1 yr 5 mos
Wells Fargo Advisors, LLCBroker
January 2008 - March 2012 · 4 yrs 2 mos
A. G. Edwards & Sons, INC.Broker
June 1994 - January 2008 · 13 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1991 - June 1994 · 3 yrs 4 mos
State Registrations2 states
PATX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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