ML
ChFC
ML
ChFC

Micah Landis

17 Years of Experience
Las Vegas, NV
Sells Insurance

Micah Landis is a ChFC-designated registered investment advisor at Mountain View Financial Advisors, based in Las Vegas, NV, with 17 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 111 clients with $47M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
111 clients
Average Client Portfolio
$423K average
Assets Under Management
$47.0M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$2,500

Wealth management clients pay a fee based on the value of their portfolio. The annual rate ranges from 0.10% to 1.50%. The fee is calculated based on the average daily value of your portfolio. There is a $2,500 minimum annual fee, so even small accounts pay at least that much. Clients with managed assets less than $250,000 may be charged fees up to 1.5% annually due to minimum fees. Fees are negotiable.

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Location

Las Vegas, NV

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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 ActivitiesSells Insurance

Micah is a licensed insurance agent and offers insurance products to clients, which may present a conflict of interest. He also co-owns a photo booth rental business in Las Vegas, spending minimal time on it.

Employment History
Current Registrations
Mountain View Financial Advisors
October 2018 - Present · 7 yrs 7 mos
Previous Registrations
Country Capital Management CompanyBroker
November 2008 - October 2018 · 9 yrs 11 mos
State Registrations2 states
NVTX
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.