Advisor at Cargile Investment Management
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Firm
Cargile Investment Management
Location
Midland, TX 79701
Credentials
Series 63, Series 65
Industry experience
44 years
Mickey Cargile is a financial advisor with Cargile Investment Management in Midland, TX, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He previously worked at Ceros Financial Services, Inc. for 10 years and has operated his own firm since 2001. Outside of advisory services, he is an officer and director of the Cargile Charitable Foundation, a nonprofit organization. Cargile Investment Management provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, registered investment companies, and government entities. The firm uses a core-and-satellite investment approach with mutual funds and ETFs and manages accounts on a discretionary basis.
Based on Cargile Investment Management
0.10% to 2.0% annually depending on assets and services
Advisors licensed as insurance agents earn separate commission-based compensation for insurance products.
Account minimum: $1,500.00 minimum annual account fee (may be waived at firm's discretion) Minimum fee: $1,500.00 minimum annual account fee Fee-only: Annual portfolio management fees ranging from 0.10% to 2.0%, billed quarterly in arrears.
415 West Wall Street, Suite 2200
Midland, TX 79701
Louisiana · Texas
Ceros Financial Services, Inc.
2009 - 2019 (10 years)
Cargile Investment Management, Inc.
2001 - Present (25 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFA®
Midland, TX
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Burgeon Capital
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Horizons Financial Planning
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Equilibria Wealth Management, LLC
Series 63, Series 65
Midland, TX
Cargile Investment Management
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