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Michael Brown

12 Years of Experience
West Hills, CA

Michael Brown is a registered investment advisor at Morningview Capital, based in West Hills, CA, with 12 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fee may be negotiable for large investments by institutional and high net worth investors.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

West Hills, CA

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Michael is the Chief Executive Officer of Captivate Media, Inc., an investment-related financial publisher and non-investment related online media publisher/marketer. This activity takes about half of Michael's time and includes administration and operations.

Employment History
Current Registrations
Morningview Capital
January 2017 - Present · 9 yrs 4 mos
Previous Registrations
Morningview Capital
April 2016 - December 2016 · 8 mos
Morningview Capital, INC.
June 2011 - December 2013 · 2 yrs 6 mos
State Registrations1 state
CA
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.