Tanner Steele is a registered investment advisor at Affiance Financial LLC, based in St. Paul, MN, with 6 years of industry experience. Tanner is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 1,183 clients with $1.4B 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.10% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.85% |
529 plan assets are charged up to 0.50%. Fees are negotiable.
Fee Estimator
Location
St. Paul, MN
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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
Tanner works as a Registered Representative for a Broker Dealer, dedicating about 10% of their time to this role. Tanner also works for Affiance Financial as a Registered Investment Advisor, dedicating twice the amount of full-time hours to this role.
Employment History
Current Registrations
Affiance Financial LLC
Private Client Services, LLCBroker
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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