Malique Micenheimer
Malique Micenheimer is a registered investment advisor at Win Private Wealth, based in Elk Grove, CA, with 6 years of industry experience. Malique operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.70% |
Ongoing Financial Planning may be combined with Investment Management at no additional cost. Fees are negotiable.
Fee Estimator
Location
Elk Grove, CA
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Malique owns Micenheimer Financial Partners and Insurance Solutions Inc., a corporation solely for receiving New York Life renewals. He dedicates minimal time to this activity, as all policies are serviced by active NYL agents.
Employment History
Current Registrations
Win Private Wealth
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
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.