Michael Littledike
Michael Littledike is a registered investment advisor at Capita Financial Network, LLC, based in Sandy, UT, with 13 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. Their firm serves 2,561 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capita Financial Network charges a percentage of the value of your portfolio each year, paid quarterly. The fees generally range from 1% to 1.75% annually, but may be negotiable. Clients with multiple accounts may be charged different rates for each account. Clients may pay different fees for accounts with the same or similar objectives.
Location
9980 South 300 West, Suite 140, Sandy, UT, 84070
Get directionsHistory
Regulatory History (3)
Customer Dispute
January 2017Customer Dispute
February 2016Customer Dispute
December 2015Other Business Activities
Michael is the President of MBL Financial, a personal LLC for tax purposes, and spends minimal time on it. He is also the President of The Riv LLC, a recreational business, and spends minimal time on it.
Employment History
Current Registrations
Capita Financial Network, LLC
Previous Registrations
Allegis Investment Advisors, LLC
Capita Financial Network, LLC
State Registrations2 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.