MM
MM
Michael Mysker
23 Years of Experience
Bountiful, UT
1 DisclosureSells Insurance
Michael Mysker is a registered investment advisor at Safe Bay Retirement Advisors, based in Bountiful, UT, with 23 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 32 clients with $12M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
32 clients
Average Client Portfolio
$378K average
Assets Under Management
$12.1M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.25% |
| $50K - $1.0M | 1.00% |
| $1M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
Bountiful, UT
Get directionsHistory
Regulatory History (1)
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.
Criminal
July 1992Final Disposition
Other Business ActivitiesSells Insurance
Michael is involved in insurance sales, though the specific products or time commitment are not detailed.
Employment History
Current Registrations
Safe Bay Retirement Advisors
March 2011 - Present · 15 yrs 2 mos
Previous Registrations
Vsr Advisory Services
February 2003 - December 2010 · 7 yrs 10 mos
The Masters, INC.
April 2002 - February 2003 · 10 mos
State Registrations2 states
ILUT
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.