MP
MP

Mickey Payne

5 Years of Experience
1 Disclosure

Mickey Payne is a registered investment advisor at Advisors on Call, based in Newport Beach, CA, with 5 years of industry experience. Mickey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 118 clients with $32M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
118 clients
Average Client Portfolio
$271K average
Assets Under Management
$32.0M

Fee Structure

Minimum Investment:$500K
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The annual percentage fee charged may be lower than the maximum depending on various factors such as account size, and the advisory services to be provided.

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

4350 Von Karman Ave, Suite 200, Newport Beach, CA, 92660

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History

Regulatory History (1)
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Financial
July 2023
Final
Employment History
Current Registrations
Advisors on Call
September 2025 - Present · 7 mos
Previous Registrations
Wmbc
May 2021 - March 2025 · 3 yrs 10 mos
Morgan Stanley
April 2002 - February 2003 · 10 mos
State Registrations1 state
CA
Advisor

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.

Exams
No exam information available for this advisor.
Mickey Payne - Financial Advisor | TrueAdvisor