Top financial advisors in Muskegon, MI
We’ve curated a list of the best financial advisors in Muskegon, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$232,714,303
Number of advisors
5 advisors
| $232,714,303 | 5 advisors | |
| 2 |
Assets under management
$945,405
Number of advisors
2 advisors
| $945,405 | 2 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Muskegon, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Muskegon. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
First Financial Advisors Inc
First Financial Advisors, Inc. is a Michigan-based investment advisor firm established in 1988. The firm specializes in providing discretionary investment management and financial planning services, focusing on no-load, load-waived, and no transaction fee mutual funds and exchange-traded funds. They offer tailored financial planning and consulting services covering various topics such as retirement planning, education funding, and estate planning. The firm charges fees based on a percentage of assets under management, with rates ranging from 1.00% to 0.375% depending on the asset value. Clients have investment discretion but can set restrictions if needed. The firm's investment strategies are primarily long-term, utilizing a "buy and hold" philosophy and asset allocation principles based on Modern Portfolio Theory. The firm's owners are Anthony G. Tidswell, James A. Mikesell, II, and Eric M. Lans, who are equal shareholders. They act as representatives of the firm and provide continuous advice and actively make investment decisions for clients based on individual needs. The firm operates under a Code of Ethics, ensuring loyalty to clients and compliance with relevant securities laws. Clients receive quarterly investment reports and have access to proxy materials for voting on securities. The firm does not engage in performance-based fees or receive compensation for client referrals. Clients' assets are held by qualified custodians, and the firm does not provide custody services. The firm's investment advisors, including Eric M. Lans, Anthony G. Tidswell, and James A. Mikesell, II, have no disciplinary events to disclose and are supervised internally.
$232,714,303 under management
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Lfn Advisors Inc.
Legacy Financial Network (LFN) Advisors Inc. is a registered investment adviser founded in 2013 by Michael Jay Markey, Jr. The firm specializes in providing financial planning services and acts as a solicitor for Gradient Investments, a third-party investment manager. LFN offers asset management services on a discretionary basis, where the firm actively monitors and advises on buying, selling, and holding securities based on clients' financial situations and objectives. Clients have the option to impose restrictions on their accounts and can instruct LFN not to purchase certain securities. LFN charges an annualized investment advisory fee of 1.5% of total assets under management, which is billed quarterly in arrears. The firm does not require a minimum account size to open an account. LFN does not sponsor wrap fee programs and managed $15,651,174 of client assets as of December 31, 2024. The firm does not receive external compensation for the sale of securities to clients. The investment strategy at LFN is based on clients' stated goals and objectives, utilizing methods of analysis such as charting, fundamental, technical, and cyclical analysis. Clients are advised on the risks associated with investing, including interest-rate risk, market risk, and inflation risk. LFN does not engage in performance-based fees and does not vote proxies on client securities. LFN's supervised persons, including Michael Jay Markey, Jr., Dale Anderson, and Royce E. Young, are licensed insurance agents with Legacy Financial Network, creating a potential conflict of interest. These individuals receive commissions for insurance products sold, separate from the advisory fees paid to LFN. The supervised persons are supervised by Michael Jay Markey, Jr., who reviews their work through client account reviews and interactions. For more information about LFN Advisors Inc. and its supervised persons, clients can refer to the firm's brochure and the respective supervised person brochures available on the SEC's website.
$945,405 under management
2 advisors
Fee structure
A percentage of assets under your management
SOLICITOR FEES
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesSelection Of Other Advisers
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Muskegon, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Muskegon. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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