Micah Charyn
Micah Charyn is a registered investment advisor at Valley Wealth Managers, INC., based in Coral Gables, FL, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 982 clients with $2.3B 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $15.0M | 0.60% |
| $15.0M - $50.0M | 0.60% |
| $50.0M - $100.0M | 0.50% |
| $100M+ | 0.40% |
Fees for fixed income only accounts are discounted at 50% of the prevailing rate. Fees and minimums are typically not negotiable, but VWM retains the right to modify fees in its sole discretion.
Fee Estimator
Location
2121 Ponce de Leon Blvd, Suite 130, Coral Gables, FL, 33134
Get directionsHistory
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
Micah is a board member for Touching Miami with Love, a religious education organization, dedicating minimal time to this role. His duties involve improving student programs and developing fundraising strategies, but he will not solicit donations from his clients or provide investment advice.
Employment History
Current Registrations
Valley Wealth Managers, INC.
Valley Financial Management, INC.
Valley Financial Management, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
Ftb Advisors, INC.
Ftb Advisors, INC.Broker
Ftb Advisors, INC.
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations5 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.