Michael Ivers is a registered investment advisor at Scs, based in Port Townsend, WA, with 9 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 4 more. Their firm serves 2,167 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SCS manages investments through its own program and LPL's program. Fees for the LPL program are negotiable, up to 2.60% annually. This fee includes LPL's program fee, a strategist fee (if applicable), and SCS's advisor fee (up to 2.00%). Fees are paid quarterly in advance. SCS advisory representatives are compensated through salary and structured bonus and are incented to bring assts to the firm and to establish new client relationships. They do not make more or less because they recommend a particular investment management program.
Location
Port Townsend, WA
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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.
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Michael operates under the DBAs SCS and northwestSCS for his LPL business, dedicating nearly full-time hours to these activities. He also provides investment advisory services through SCS as an IAR, spending nearly full-time on this as well.
Employment History
Current Registrations
Scs
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Infinex Investments, INC.Broker
J.P. Morgan Securities LLCBroker
State Registrations10 states
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