Advisor at LifePoint Financial Design
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
LifePoint Financial Design
Location
Salt Lake City, UT 84101
Credentials
CFP®, Series 66
Industry experience
14 years
Michael Metzger is a CFP® professional with 14 years of industry experience, currently serving as the sole advisor at LifePoint Financial Design in Salt Lake City, UT. His prior experience includes roles at LPL Financial and Unionbanc Investment Services. Outside of advisory work, he is part owner of a salon and spa business and involved with Catalyst CFO Solutions, a fractional CFO and consulting firm. LifePoint Financial Design provides investment advisory and financial planning services primarily to individuals and high-net-worth clients. The firm offers discretionary asset management, written financial plans, and facilitates estate planning through a third-party partnership, while employing a long-term, tailored investment approach that integrates fundamental and technical analysis.
Based on LifePoint Financial Design
Financial Planning / Consulting Services fixed fees range from $542 to $999 per month or $6,504 to $11,988 annually; Estate Planning services charged as negotiated fixed fee
$0 - $1,000,000: 1.65% annually $1,000,000 - $3,000,000: 0.80% annually $3,000,000+: Negotiable
26 S Rio Grande, #2072
Salt Lake City, UT 84101
California · Utah
LifePoint Financial Design LLC
2022 - Present (4 years)
LPL Financial, llc
2018 - 2022 (4 years)
Unionbanc Investment Services
2013 - 2018 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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