Michael Mess is a registered investment advisor at Veracity Capital LLC, based in Newport Beach, CA, with 18 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 331 clients with $700M 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 $1.0M | 1.50% |
| $1.0M - $5.0M | 1.40% |
| $5.0M - $10.0M | 1.30% |
| $10.0M - $25.0M | 1.20% |
| $25M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Location
4100 Newport Place, Suite 255, Newport Beach, CA, 92660
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Michael is a partner/owner in MJ Ventures, a real estate investment partnership, since 2021, and an owner in Sandpiper Exchange LLC, an e-commerce business, since 2022. Since 2024, Michael also works as a tax preparer for Veracity Capital Tax Advisors, LLC, dedicating a few hours per week.
Employment History
Current Registrations
Veracity Capital LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
F3logic, LLC
The Ayco Company,l.p.
Mercer Allied Company, L.P.Broker
State Registrations2 states
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