MS
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Micah Schmidt

8 Years of Experience
Overland Park, KS
Sells Insurance

Micah Schmidt is a registered investment advisor at Prime Capital Financial, based in Overland Park, KS, with 8 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, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 19,012 clients with $30B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
254 advisors
Number of Clients
19,012 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$30.1B

Fee Structure

Minimum Investment:$2.5K
Planning is included in investment management (also available separately)

Prime Capital Financial offers asset management services where fees typically range from 1.00% to 1.50% annually, but can range from 0.25% to 2.50% of the assets in your account. Fees are negotiable based on factors like the advisor, client type, complexity, account composition, trading activity, potential deposits, client relationship, and total assets managed. Different advisors may charge different fees for the same services. Clients also pay transaction costs. Some clients may be charged performance-based fees. A minimum investment of $100,000 is required for the Opportunistic Growth Strategy.

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Location

6201 College Blvd., Suite #150, Overland Park, KS, 66211

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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 ActivitiesSells Insurance

Micah is an insurance agent selling fixed insurance products through non-affiliated insurance marketing organizations, dedicating minimal time to this activity. He also works as a subcontractor/partner on a landscape project, spends minimal time as a member of CHHSZ Holdings, LLC, and a few hours per week as a finance deacon for a church.

Employment History
Current Registrations
Prime Capital Financial
September 2017 - Present · 8 yrs 8 mos
Previous Registrations
Private Client Services, LLCBroker
April 2018 - November 2020 · 2 yrs 7 mos
Cambridge Investment Research, INC.Broker
June 2017 - April 2018 · 10 mos
State Registrations1 state
KS
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.