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 Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 7 more. Their firm serves 130 clients with $48M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee of 2.0% of assets under management. Fees are negotiable based on account size, scope of services, and complexity. Third-party money manager programs charge up to 1.75%, with a combined total fee cap of 2.0%. Clients also pay an administrative charge of $7.25 monthly or $21.75 quarterly.
Fee Estimator
Location
4350 Von Karman Ave, Suite 200, Newport Beach, CA, 92660
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Regulatory History (1)
Financial
July 2023Employment History
Current Registrations
Advisors on Call
Previous Registrations
Wmbc
Morgan Stanley
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.
Exams
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