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Tanner Steele

5 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
1,115 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$250K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.25%
$1.0M - $2.5M1.10%
$2.5M - $5.0M1.00%
$5M+0.85%

Associated Persons can negotiate fees within the disclosed range.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

600 Highway 169 South, Suite 1750, St. Louis Park, MN, 55426

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History

Regulatory History
Clean regulatory record

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.

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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
August 2021 - Present · 4 yrs 6 mos
Private Client Services, LLCBroker
June 2020 - Present · 5 yrs 8 mos
State Registrations1 state
MN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Tanner Steele - Financial Advisor | TrueAdvisor