Micah Mccollum is a registered investment advisor at Mccollum Investment Advisors, based in Dayton, OH, with 2 years of industry experience. Micah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 88 clients with $58M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees negotiable for accounts over $5,000,001. Accounts valued at less than $150,000 are subject to a minimum annual fee of $1,500. In no event shall McCollum Investment Advisors charge more than 3% per year.
Fee Estimator
Location
8087 Washington Village Drive, Suite 110, Dayton, OH, 45458
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Mccollum Investment Advisors
State Registrations1 state
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