Michael Finch is a registered investment advisor at 10elms LLP, based in Altus, OK, with 6 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 37 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.10% |
| $5.0M - $10.0M | 0.95% |
| $10M+ | 0.70% |
Fees are negotiable. Household accounts may be aggregated to determine the fee.
Fee Estimator
Location
Altus, OK
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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 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
Previous Registrations
Finch Wealth Management, LLC
Finch Wealth Management, LLC
State Registrations1 state
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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