Tanner Steele is a registered investment advisor at Affiance Financial LLC, based in St. Louis Park, MN, with 5 years of industry experience. Tanner operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 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% |
Fees are negotiable. With respect to assets held in 529 plans we charge a management fee of up to 0.50 percent.
Fee Estimator
Location
600 Highway 169 South, Suite 1750, St. Louis Park, MN, 55426
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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
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