Micah Wakefield is a registered investment advisor at Truehaven Capital, based in Franklin, TN, with 13 years of industry experience. Micah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 28 clients with $62M 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 $500K | 1.25% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $15.0M | 0.80% |
| $15.0M - $20.0M | 0.70% |
| $20M+ | 0.70% |
Fees are negotiable. Optimal Cash Management accounts have a different fee schedule beginning at 0.25% ($1m minimum). A fee up to 0.5% is charged for all assets invested in private funds recommended.
Fee Estimator
Location
1201 Liberty Pike, Suite 229 #1013, Franklin, TN, 37067
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2025Other Business Activities
Micah is the owner/manager of TrueHaven Capital LLC dba TrueHaven Consulting LLC, providing family office services and dedicating nearly all of his time to it. He also manages several SPVs, spending about 10-20% of his time on this investment-related activity.
Employment History
Current Registrations
Truehaven Capital
Previous Registrations
Brs Financial LLC
Swan Global Investments, LLC
Cetera Advisor Networks LLC
State Registrations3 states
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.