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Michael Hodgson

Advisor at LVZ, Inc.

Updated today

Location

Rock Hill, NY

Credentials

Series 63, Series 65

Industry experience

23 years

About

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.

Client services

Based on LVZ, Inc.

Financial planning Portfolio management Selection of other advisers

Expertise

Based on LVZ, Inc.

Private / alternative investments Tax-loss harvesting

Demographic focus

Based on LVZ, Inc.

Christian Faith Based

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Fee options

Fixed

Fixed fees for financial planning and consulting services, and $250 per quarter for outside management consulting services

Percentage

$0 - $750,000: 1.5% $750,001 - $1,500,000: 1.25% $1,500,001 - $3,000,000: 1.0%

Project-based

Up to $400 per hour for financial planning and consulting services

Other

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)

Location

Rock Hill, NY

Most active in

New York · Ohio

Work history

LVZ, Inc.

2021 - Present (5 years)

Next Financial Group Inc

2009 - 2021 (12 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Active portfolio management Options & derivatives strategies
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Concentrated stock management Annuities
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Middletown, NY

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Annuities College savings (529s, UTMA, etc.) Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Middletown, NY

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Annuities College savings (529s, UTMA, etc.) Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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