MC
MC

Michael Child

27 Years of Experience
South Jordan, UT
9 DisclosuresSells Insurance

Michael Child is a registered investment advisor at Lpg Capital Management, based in South Jordan, UT, with 27 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 311 clients with $100M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
311 clients
Average Client Portfolio
$320K average
Assets Under Management
$99.7M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $1.0M1.50%
$1M+1.25%

Management fees are negotiable. Friends, family, LPGCM's Investment Advisor Representatives (IARs), and certain charitable organizations may be given a discounted AUM fee, at the sole discretion of LPGCM.

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

406 W. South Jordan Parkway, Suite 240, South Jordan, UT, 84095

Get directions

History

Regulatory History (9)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2018
Closed-No Action
Customer Dispute
August 2015
Denied
Customer Dispute
August 2015
Settled
Customer Dispute
November 2013
Settled
Regulatory
March 2012
Final
Employment Separation After Allegations
March 2008
Employment Separation After Allegations
September 2003
Employment Separation After Allegations
July 2002
Customer Dispute
February 2002
Settled
Other Business ActivitiesSells Insurance

Michael is a partner in Keltic CT LLC & Kilt Rock LLC, managing rental properties, and an independent insurance agent selling insurance products since 2018. He also works as a mortgage loan originator for Laser Lending, Inc. and owns LPG Capital Management Inc., where he manages investments for clients, dedicating about a quarter of his time.

Employment History
Current Registrations
Lpg Capital Management
June 2018 - Present · 7 yrs 10 mos
Previous Registrations
Ifs SecuritiesBroker
July 2018 - December 2019 · 1 yr 5 mos
H. Beck, INC.Broker
March 2008 - July 2018 · 10 yrs 4 mos
Legacy Planning Group
February 2008 - December 2018 · 10 yrs 10 mos
Investment Management Corporation
January 2008 - March 2008 · 2 mos
Gunnallen Financial, INCBroker
October 2007 - April 2008 · 6 mos
Investment Management Corporation
September 2003 - December 2007 · 4 yrs 3 mos
Investment Management CorporationBroker
September 2003 - December 2007 · 4 yrs 3 mos
Eagle Gate Securities, INC.Broker
August 2002 - October 2003 · 1 yr 2 mos
Eagle Gate Securities,inc.
August 2002 - October 2003 · 1 yr 2 mos
UBS Painewebber INC.
June 2000 - August 2002 · 2 yrs 2 mos
UBS Painewebber INC.Broker
March 2000 - August 2002 · 2 yrs 5 mos
Morgan Stanley Dean Witter Online INC.Broker
October 1999 - August 2000 · 10 mos
Fidelity Brokerage Services, INC.Broker
October 1998 - October 1999 · 1 yr
State Registrations1 state
UT
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.
Michael Child - Financial Advisor | TrueAdvisor