Michael Minter
Michael Minter is a CFP-designated registered investment advisor at Main Street Financial Solutions, LLC, based in Newtown, PA, with 24 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 6 more. Their firm serves 2,111 clients with $2.5B 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% |
Annual management fee varies up to an upper limit of 2.00% depending on portfolio size and composition. Fees are negotiable based on criteria such as anticipated future assets, account composition, and pre-existing relationships.
Fee Estimator
Location
104 Pheasant Run, Suite 103, Newtown, PA, 18940
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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 a partner at Main Street Financial Solutions, LLC, a registered investment advisor, dedicating nearly full-time hours to providing investment and financial planning services. He also owns Financial Planning Resource Center, working as a consultant on investment advice and education calls for minimal time per month, and is a partner at Superior Cove Insurance Services, LLC, selling fixed insurance for minimal time per month. Michael also sells fixed insurance through PKS Financial Services.
Employment History
Current Registrations
Main Street Financial Solutions, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Main Street Financial Solutions, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Esi Financial Advisors
Equity Services, INC.Broker
Signator Investors, INC.Broker
Nomura Securities International, INC.Broker
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.
Exams
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