Michael Townsend
Michael Townsend is a registered investment advisor at Mp Townsend Financial, based in Portland, OR, with 16 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, Insurance Planning, Investment Management, and 1 more. Their firm serves 46 clients with $5.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual investment advisory fee.
Fee Estimator
Location
11010 SE Division Street, Suite 100, Portland, OR, 97266
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is the President and a Licensed Tax Consultant at Northwest Tax Advisors LLC since 2013, and a Principal Real Estate Broker at Townsend Group Realty since 2010. He is also an independent insurance agent since 2009, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Mp Townsend Financial
Previous Registrations
Nw Tax Advisory Group
State Registrations2 states
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.