TrueAdvisor
TrueAdvisor
MM
MM

Michael Minter

Lifemark Securities CORP.
28 Years of Experience
Buffalo, NY
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Michael Minter is a registered investment advisor at Lifemark Securities CORP., based in Buffalo, NY, with 28 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,053 clients with $420M in assets under management.

Lifemark Securities CORP.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
80 advisors
Number of Clients
1,053 clients
Average Client Portfolio
$404K average
Assets Under Management
$424.9M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Representative fees generally range from 0.35% to 0.5% based on asset level, up to a maximum of 2.0%. Total client fees may exceed 2.0% depending on program selection and third-party manager fees. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4444 Main Street, Buffalo, NY, 14226

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2025
Settled
Regulatory
November 2024
Final
View Full SEC ReportHow to Read Disclosures
Other 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.
August 2021 - Present · 5 yrs 2 mos
Lifemark Securities CORP.
September 2009 - Present · 17 yrs 1 mo
Lifemark Securities CORP.Broker
September 2009 - Present · 17 yrs 1 mo
Previous Registrations
Signator Investors, INC.Broker
February 1998 - September 2009 · 11 yrs 7 mos
State Registrations9 states
CAFLIAMINYOHPASCTX
AdvisorBrokerBoth

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.
More Advisors
More financial advisors in Buffalo, NY →All financial advisors in New York →