MF
MF

Michael Jonathan Finch

5 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
41 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$109.5M

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.35%
$500K+1.25%

Accounts of members of the same household may be aggregated.

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

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 as a C-17 Pilot Instructor at Flight Safety Defense, dedicating about 20% of his time, with half of that time during trading hours. He is also the Principal Owner of Ascend Performance Team, LLC, a real estate investment entity, taking minimal time.

Employment History
Current Registrations
10elms LLP
August 2024 - Present · 1 yr 6 mos
Previous Registrations
Finch Wealth Management, LLC
August 2021 - September 2024 · 3 yrs 1 mo
Finch Wealth Management, LLC
June 2015 - December 2016 · 1 yr 6 mos
State Registrations1 state
OK
Advisor
Exams
No exam information available for this advisor.
Michael Jonathan Finch - Financial Advisor | TrueAdvisor