Finnian Stack is a registered investment advisor at Mifi Wealth, LLC, based in Boulder, CO. Finnian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 42 clients with $46M 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 $5.0M | 1.00% |
| $5M+ | 0.85% |
The Fee Schedule is not scaled.
Fee Estimator
Location
2028 17th Street, Boulder, CO, 80302
Get directionsHistory
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
Finnian is the director of operations and finance for Mellow LLC, a climbing media and apparel company, since August 2022. This takes about a quarter of Finnian's time and involves managing operations, bookkeeping, and accounting.
Employment History
Current Registrations
Mifi Wealth, 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.