Advisor at Safe Bay Retirement Advisors
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Firm
Safe Bay Retirement Advisors
Location
Bountiful, UT
Credentials
Series 66
Industry experience
23 years
Michael Mysker is the sole advisor at Safe Bay Retirement Advisors and holds a Series 66 designation with 23 years of industry experience. He has led Safe Bay Retirement Advisors since 2011. Outside of his advisory role, he is involved in insurance sales. Safe Bay Retirement Advisors serves individual and high-net-worth clients, as well as some corporations and business entities, providing discretionary portfolio management and financial planning covering retirement, tax, college, estate, and business-continuity topics. The firm manages approximately $12 million in assets and employs a combination of fundamental, technical, charting, and cyclical analysis, including active short-term trading and options strategies.
Based on Safe Bay Retirement Advisors
$1 - $50,000: 0.80% $50,001 - $1,000,000: 0.80% Above $1,000,000+: 0.80%
Fee-only: Fixed financial planning fees up to $5,000 depending on complexity and client type
Bountiful, UT
Illinois · Utah
Safe Bay Retirement Advisors Llc (156758)
2011 - Present (15 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
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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