Advisor at AssetMark, Inc.
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
AssetMark, Inc.
Location
Gilbert, AZ
Credentials
Series 63, Series 66
Industry experience
17 years
Michael Ferguson is a financial advisor at AssetMark, Inc. with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several AssetMark entities since 2014, including a brief tenure at Northern Trust Co. Outside of his advisory role, Ferguson is the owner of an online apparel business and is the author and illustrator of a children’s book published on Amazon, with a portion of proceeds donated to schools. AssetMark, Inc. is an SEC-registered investment adviser that provides advisory, consulting, and managed-account services to financial advisors, institutions, and individual clients. The firm manages a multi-billion dollar platform offering model portfolios, individually managed accounts, retirement services, and private markets solutions, combining proprietary strategies with access to third-party managers and tax management services.
Based on AssetMark, Inc.
Based on AssetMark, Inc.
$0 - $250,000: 0.95% Platform Fee $250,001+: 0.25% Platform Fee or lower depending on account size and solution
Account minimum: $25,000
Gilbert, AZ
Arizona
AssetMark Brokerage, LLC
2018 - Present (8 years)
AssetMark Financial Holdings, Inc
2018 - Present (8 years)
Northern Trust Co.
2018 - 2018 (1 year)
AssetMark Financial, Inc
2014 - 2018 (4 years)
AssetMark Brokerage, LLC
2014 - 2018 (4 years)
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Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
CFP®, Series 63, Series 65, Series 66
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CFP®, Series 65
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Series 66
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CFP®, Series 63
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Musser Financial Planning, LLC
Series 65
Scottsdale, AZ
zQuant Advisory, LLC
CFP®, Series 63, Series 66
Scottsdale, AZ
Wealthstone Private Wealth Management, LLC
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