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Michael Brown

29 Years of Experience
Bellevue, WA

Michael Brown is a registered investment advisor at Foresee Wealth Advisors, based in Bellevue, WA, with 29 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 160 clients with $150M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
160 clients
Average Client Portfolio
$913K average
Assets Under Management
$146.0M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.00%
$1.0M - $3.0M0.75%
$3M+0.50%

Fees are negotiable. Legacy accounts may have different fee schedules.

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

10900 NE 4th St, Suite 2300, Bellevue, WA, 98004

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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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Other Business Activities

Michael uses Compass Wealth Management as a DBA name for Financial Advocates Investment Management (FAIM). This activity is not investment-related.

Employment History
Current Registrations
Foresee Wealth Advisors
March 2025 - Present · 1 yr 2 mos
Previous Registrations
Financial Advocates Investment Management
July 2020 - April 2025 · 4 yrs 9 mos
Kestra Investment Services, LLCBroker
April 2020 - June 2020 · 2 mos
Kestra Advisory Services, LLC
September 2018 - June 2020 · 1 yr 9 mos
LPL Financial LLC
March 2017 - October 2018 · 1 yr 7 mos
LPL Financial LLCBroker
November 2010 - October 2018 · 7 yrs 11 mos
Financial Advocates Investment Management
November 2010 - April 2019 · 8 yrs 5 mos
Nrp Advisors, INC.
February 2008 - December 2010 · 2 yrs 10 mos
Nrp Financial, INC.Broker
July 2006 - November 2010 · 4 yrs 4 mos
Nrp Financial, INC.
July 2006 - October 2008 · 2 yrs 3 mos
Citigroup Global Markets INC.
May 2001 - July 2006 · 5 yrs 2 mos
Citigroup Global Markets INC.Broker
April 2001 - July 2006 · 5 yrs 3 mos
Morgan Stanley Dw INC.Broker
February 1996 - April 2001 · 5 yrs 2 mos
State Registrations1 state
WA
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.
Michael Brown - Financial Advisor | TrueAdvisor