Michael Black is a registered investment advisor at Ataraxis Financial, LLC, based in Rochester, MN, with 18 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 84 clients with $42M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees shall not be charged on any money market, cash or fixed income holdings. Exceptions may be made to the published fee schedule under certain circumstances pursuant to a negotiated agreement.
Fee Estimator
Location
Rochester, 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 →Employment History
Current Registrations
Ataraxis Financial, LLC
Previous Registrations
Waddell & ReedBroker
Waddell & Reed
Ataraxis Financial, LLC
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 states
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.