Michelle Fait is a CFP-designated registered investment advisor at Satori Financial LLC, based in Seattle, WA, with 25 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Divorce Planning, Estate Planning, and 6 more. Their firm serves 23 clients with $46M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees may be negotiable. Existing clients may have a different fee structure. Financial Life Planning services are most appropriate for clients with at least $500,000 of investable assets.
Fee Estimator
Contact
Michelle Fait
Location
Seattle, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Satori Financial LLC
State Registrations2 states
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