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Micah Ogden

3 Years of Experience
Edmond, OK

Micah Ogden is a registered investment advisor at Blessed Financial Investments, LLC, based in Edmond, OK, with 3 years of industry experience. Micah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning, Tax Planning.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $3.0M1.25%
$3M+1.00%

Fees are negotiable. Qualified clients may pay 2.00% of assets under management along with a 20.00% performance fee based on capital appreciation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2524 N. Broadway, Suite 317, Edmond, OK, 73034

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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 Activities

Micah is the managing member of Manna Minerals, LLC, an energy industry company. Micah receives commission from oil and gas work, leasing and selling mineral rights, and oil and gas royalties.

Employment History
Current Registrations
Blessed Financial Investments, LLC
June 2022 - Present · 3 yrs 11 mos
State Registrations2 states
OKTX
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.