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Michelle Anne Fait

Satori Financial LLC

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About Michelle Anne Fait

Michelle Fait is a financial advisor with Satori Financial LLC. Michelle has been in the industry since 1994 and is licensed to provide investment advice in Washington and California. Michelle holds the Series 7 and Series 63 securities licenses. Michelle also holds the Certified Financial Planner designation. Michelle specializes in providing financial planning services to individuals and families. Michelle has over 20 years of experience in the financial services industry. Michelle is committed to providing her clients with personalized financial advice to help them achieve their financial goals.

Firm Information

Michelle Fait is currently registered with Satori Financial LLC. Satori Financial LLC is an investment advisor registered with the SEC. They offer financial planning and portfolio management services to high-net-worth individuals and other individuals. They have a total of 66 accounts with $46,021,812 in regulatory assets under management.

$46.02M

Assets Under Management

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Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michelle Fait’s Registration & Firm History

WA

01/19/2001 - Present

Satori Financial LLC (SEATTLE WA)

NY

01/07/1994 - 02/16/1996

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 04/15/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/06/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michelle Anne Fait.
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