Micah Brooks
Micah Brooks is a CFP-designated registered investment advisor at Olde Wealth Management, LLC, based in Sammamish, WA, with 5 years of industry experience. Micah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 315 clients with $380M 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 $700K | 1.00% |
| $700K - $2.0M | 0.70% |
| $2M+ | 0.50% |
Advisory fees may be negotiable, and existing clients may be on a different fee schedule. In no case does any client pay Advisory Fees more than 1.00% annually.
Fee Estimator
Location
Sammamish, WA
Get directionsHistory
Regulatory History (1)
Regulatory
February 2006Other Business Activities
Micah is the president of MBRO Inc., a clothing boutique and real estate management company, since 2001. Micah spends minimal time on this activity.
Employment History
Current Registrations
Olde Wealth Management, LLC
Previous Registrations
Gbc Managment, LLC
State Registrations1 state
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.