MC
CFA · CFP
MC
CFA · CFP

Micah Child

19 Years of Experience
Tualatin, OR

Micah Child is a CFA, CFP-designated registered investment advisor at Sound Investment Management INC, based in Tualatin, OR, with 19 years of industry experience. Micah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 131 clients with $240M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
131 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$242.6M

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.90%
$1.0M - $1.5M0.80%
$1.5M - $2.0M0.70%
$2.0M - $2.5M0.60%
$2.5M+0.45%

Fees may be negotiable for clients with assets over $4 million, or at the advisor's discretion.

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

8215 Tualatin Sherwood Road, Suite 200, Tualatin, OR, 97062

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Micah works full-time as a Finance Manager for returns and product support at Amazon.com since 2020. This activity is not investment-related.

Employment History
Current Registrations
Sound Investment Management INC
February 2014 - Present · 12 yrs 2 mos
Previous Registrations
Grange Capital, LLC
July 2008 - March 2018 · 9 yrs 8 mos
Ims Capital Management
March 2006 - September 2007 · 1 yr 6 mos
State Registrations3 states
ORTXVA
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.