MC
MC

Micah Comer

4 Years of Experience
Rocklin, CA
Sells Insurance

Micah Comer is a registered investment advisor at Encompass More Asset Management LLC, based in Rocklin, CA, with 4 years of industry experience. Micah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 4,042 clients with $580M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
83 advisors
Number of Clients
4,042 clients
Average Client Portfolio
$144K average
Assets Under Management
$581.9M

Fee Structure

Planning is included in investment management

Encompass More AM's fee for managing your investments is a percentage of your average daily balance, never exceeding 2%. This fee is paid monthly. The models used for your investments also have their own management fees, ranging from 0.25% to 1.00%, which are paid to the sub-adviser of the model. Encompass More AM may receive a portion of the fees charged by the sub-advisers. The annual advisor fee is negotiable.

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Location

Rocklin, CA

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Micah is a sales agent for Appreciation Financial, an insurance agency, and spends a few hours per week on this. He is also President & CEO of Podsco Corporation, dedicating minimal time, and a sales agent for ERC Specialists, spending a few hours per week. Finally, Micah works for Linqqs LLC as a business concierge, dedicating about a quarter of his time.

Employment History
Current Registrations
Encompass More Asset Management LLC
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
Verity Asset Management
July 2021 - September 2022 · 1 yr 2 mos
State Registrations1 state
CA
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.