MF
MF

Michael Nathan Fishman

3 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
1,115 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$250K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.25%
$1.0M - $2.5M1.10%
$2.5M - $5.0M1.00%
$5M+0.85%

Associated Persons can negotiate fees within the disclosed range.

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

600 Highway 169 South, Suite 1750, St. Louis Park, MN, 55426

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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 works full-time for Affiance Financial as a Registered Investment Advisor (RIA). He also works full-time as a Registered Representative for Private Client Services, a broker-dealer.

Employment History
Current Registrations
Affiance Financial LLC
January 2023 - Present · 3 yrs 1 mo
Private Client Services, LLC
June 2022 - Present · 3 yrs 8 mos
Private Client Services, LLCBroker
June 2022 - Present · 3 yrs 8 mos
State Registrations20 states
AZCACODCFLILMDMIMNNCNJNMNYOHORPATXUTWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.