Michael Markey
Michael Markey is a registered investment advisor at Lfn Advisors INC., based in Norton Shores, MI, with 15 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, Insurance Planning, and 3 more. Their firm serves 179 clients with $24M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.75% |
| $1.0M - $2.0M | 1.60% |
| $2.0M - $3.0M | 1.15% |
| $3M+ | 0.90% |
Fees shown represent the highest tier schedule for Strategic & Tactical portfolios managed through Gradient Investments. Other portfolio strategies (Allocation, Preservation, Legacy Tax Advantage, and non-Gradient portfolios) have different fee schedules ranging from 0.80% to 1.50%. Fees are negotiable and billed quarterly in arrears.
Fee Estimator
Location
800 E. Ellis Rd, Suite 243, Norton Shores, MI, 49441
Get directionsHistory
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 an independent insurance agent selling fixed insurance products since 2011, dedicating full-time hours to this activity. He also owns 3rd Generation Development, LLC DBA Legacy Financial Network for wholesaling, insurance, and securities sales, and co-owns Legacy Network Properties for real estate management, dedicating minimal time to these activities. Michael is also involved with Oeconomous, Legacy Media Company, and several trust companies, spending minimal time on each.
Employment History
Current Registrations
Lfn Advisors INC.
Previous Registrations
Brokers International Financial Services, LLC
State Registrations3 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.
Exams
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