Michael Hodgson
Advisor at LVZ, 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.
Advisor at LVZ, 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.
Location
Rock Hill, NY
Credentials
Series 63, Series 65
Industry experience
23 years
Michael Hodgson is a financial advisor with LVZ, Inc. in Rock Hill, NY, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He previously worked at Next Financial Group Inc for 12 years before joining LVZ, Inc. in 2021. Outside of his advisory role, Hodgson serves as president of SAFE HARBOR INVESTMENTS INC, an S-Corp specializing in fixed life and long-term care insurance. LVZ, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm employs a combined fundamental and technical investment process guided by an internal committee, offering portfolios in Classic and Specialty styles implemented mainly through ETFs, mutual funds, and other pooled vehicles.
Based on LVZ, Inc.
Fixed fees for financial planning and consulting services, and $250 per quarter for outside management consulting services
$0 - $750,000: 1.5% $750,001 - $1,500,000: 1.25% $1,500,001 - $3,000,000: 1.0%
Up to $400 per hour for financial planning and consulting services
Account minimum: $100,000 Minimum fee: $60 annual maintenance fee if quarterly account value remains below $100,000 (charged in increments of $15 quarterly or $5 monthly)
Rock Hill, NY
New York · Ohio
LVZ, Inc.
2021 - Present (5 years)
Next Financial Group Inc
2009 - 2021 (12 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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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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