Michael Hodgson is a registered investment advisor at Lvz, INC., based in Rock Hill, NY, with 22 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, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,387 clients with $970M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees may be negotiable based on client circumstances. A $60 annual maintenance fee is charged if the quarterly billable account value remains below $100,000.
Fee Estimator
Location
Rock Hill, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is the President of Safe Harbor Investments Inc., focusing on fixed insurance and long-term care, and the owner of Coastline Capital Management, offering security and investment advisory services full-time. He also works as an insurance agent, selling fixed insurance, life insurance, and fixed index annuities, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Lvz, INC.
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Waterford Investor Services, INC.Broker
Advanced Planning Capital Corporation
Advanced Planning Securities, INC.Broker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
Signator Investors, INC.Broker
State Registrations2 states
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