Michael Metzger is a CFP-designated registered investment advisor at Lifepoint Financial Design, based in Salt Lake City, UT, with 14 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 77 clients with $19M 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 | 1.65% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.80% |
Fees for accounts over $3,000,000 are negotiable. Maximum annual fee will not exceed 1.65%.
Fee Estimator
Contact
Michael Metzger
Location
26 S Rio Grande, #2072, Salt Lake City, UT, 84101
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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 →Employment History
Current Registrations
Lifepoint Financial Design
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Unionbanc Investment Services, LLCBroker
Unionbanc Investment Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 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
Additional Information
In addition to NAPFA, I am also a member of the Fee-Only Network, XY Planning Network, and Financial Planning Association. Like NAPFA, these organizations are striving to promote fee-only financial advice and the fiduciary standard - the highest standard of care in the financial industry.
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