Micala Patschke is a CFP-designated registered investment advisor at Legacy Capital, based in The Woodlands, TX, with 3 years of industry experience. Micala operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 235 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Legacy Capital Wealth Management charges an annual fee based on the value of your portfolio. The maximum annual fee is 1.50%. This fee covers both investment management and financial planning services. The fee is charged quarterly, in advance.
Location
1725 Hughes Landing Blvd.,, Suite 860, The Woodlands, TX, 77380
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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.
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Micala is a partner in Kairos Home Investments LLC, a rental property business, since August 2023. She spends a few hours per week managing tenants, property upkeep, and communicating with Section 8 housing.
Employment History
Current Registrations
Legacy Capital
Previous Registrations
Main Street Financial Solutions, LLC
State Registrations1 state
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.