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Micah Damrow

Advisor at 49 Financial

Updated today
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Firm

49 Financial

Location

Austin, TX 78746

Credentials

Series 63, Series 66

Industry experience

6 years

About

Micah Damrow is a financial advisor with 6 years of industry experience, currently with 49 Financial. He holds Series 63 and Series 66 licenses and has previously worked at Purshe Kaplan Sterling Investments, Inc and Axa Advisors, LLC. Outside of his advisory role, he coaches high school basketball and serves as a deacon involved in group ministry at a local church. 49 Financial serves a diverse client base including individuals, trusts, corporations, and charitable organizations, providing financial planning, investment management, retirement consulting, and family office services. The firm employs a disciplined, long-term, diversified asset allocation strategy using both proprietary and third-party model portfolios.

Client services

Based on 49 Financial

Financial planning Portfolio management Selection of other advisers

Expertise

Based on 49 Financial

Wealth management Tax strategies for small businesses Real estate investing

Occupation focus

Based on 49 Financial

Founder/Business Owner Executive

Fee options

Fixed

Fixed fees for financial planning and consulting services as described above

Percentage

$0+: Up to 1.65% annually (maximum advisory fee) $10,000,000 net worth (for Fractional Family Office Services)+: Fractional Family Office Services fees range from $2,500 to $10,000 per month for Standard Services, $5,500 to $30,000 per month for Premium Services

Commissions

Advisory professionals may receive commissions for the sale of securities and insurance products through affiliated broker-dealer

Other

Account minimum: $25,000 Fee-only: Fixed fees for financial planning and consulting: up to $5,000 for limited engagements; up to $75,000 annually for ongoing services; advanced planning fees up to $75,000 fixed fee; retirement plan consulting fees are fixed, project-based, individually negotiated

Location

3711 S Mopac Expy, Suite 150

Austin, TX 78746

Most active in

Texas

Work history

49 Wealth Management, LLC.

2023 - Present (3 years)

Purshe Kaplan Sterling Investments, Inc

2019 - 2024 (5 years)

Axa Advisors, Llc

2019 - 2019 (1 year)

UnEmployed

2018 - 2019 (1 year)

North Star Resource group

2018 - 2018 (1 year)

Celanese Corporation

2017 - 2017 (1 year)

Baylor Undergraduate Admissions

2016 - 2017 (1 year)

Baylor University

2015 - 2018 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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