Michael Minter
Michael Minter is a registered investment advisor at Lifemark Securities CORP., based in Buffalo, NY, with 28 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,434 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LifeMark Securities Corp. charges a fee based on a percentage of your account value for investment advisory services. This fee is negotiable and depends on the account value, investment program, service level, and complexity of your financial situation. The fee ranges from 0.35% to 0.5% depending on the asset level, with a maximum of 2.0%. Additional fees may include custodian fees, platform fees, manager fees, and transaction fees. The fees are deducted directly from your account monthly or quarterly.
Location
4444 Main Street, Buffalo, NY, 14226
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Regulatory History (2)
Customer Dispute
April 2025Regulatory
November 2024Other Business ActivitiesSells Insurance
Michael is a managing partner at Elite Independence Group, LLC involved in insurance sales since 2001, dedicating about half their time. Michael also owns Mintco Financial INC and works as an independent insurance agent, providing financial services, financial planning, and selling life, health, LTC, and annuity products, dedicating nearly full-time hours.
Employment History
Current Registrations
Lifemark Securities CORP.
Lifemark Securities CORP.
Lifemark Securities CORP.Broker
Previous Registrations
Signator Investors, INC.Broker
State Registrations9 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.