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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 41 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.
Fee Estimator
Location
Altus, OK
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
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