Shiv Enakar
Advisor at M Holdings Securities, 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 M Holdings Securities, 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
Detroit, MI 48226
Credentials
CFP®, Series 66
Industry experience
3 years
Shiv Enakar is a CFP® with three years of industry experience, currently affiliated with M Holdings Securities, Inc. He has held prior roles at Fidelity Investments, Verity Wealth Partners, Ameriprise, and other firms. Outside of financial advising, he operates a ticket resale business and has managed investment property through Enakar Airbnb LLC. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients through a nationwide network of Investment Advisor Representatives. The firm offers a range of advisory services including discretionary and non-discretionary investment management, retirement plan consulting, and insurance-contract advisory services, utilizing multiple sponsored platforms and third-party managers.
Based on M Holdings Securities, INC.
Financial planning/consulting flat fees typically up to $10,000 depending on complexity; negotiable.
$0 - $184,615: Negotiated program fee minus 0.013% plus $24 annual minimum platform fee $184,615 - $2,308,000: Negotiated program fee $2,308,000+: Negotiated program fee minus 0.013% (due to max platform fee $300) $0 - $1,000,000: 1.30% (M Wealth Investment Management Services - Customized) $1,000,001 - $3,000,000: 1.25% (M Wealth Investment Management Services - Customized) $3,000,001 - $5,000,000: 1.20% (M Wealth Investment Management Services - Customized) $5,000,001 - $10,000,000: 1.10% (M Wealth Investment Management Services - Customized) $10,000,001+: 1.05% (M Wealth Investment Management Services - Customized) $0 - $1,000,000: 1.22% (M Wealth Model Management Services) $1,000,001 - $3,000,000: 1.20% (M Wealth Model Management Services) $3,000,001+: 1.17% (M Wealth Model Management Services)
Brokerage commissions on securities and insurance products sold through M Securities BD.
Financial planning/consulting fees up to $500 per hour.
Account minimum: $10,000 Minimum fee: Minimum annual platform fees apply; for example, WealthPursuit Prime, Schwab Programs, and Portfolio Advisory Services apply a minimum annual platform fee of $24, with maximum $300, which adjusts total advisory fee accordingly. Fee-only: Financial planning/consulting fees up to $500 per hour, or flat fees typically up to $10,000 depending on complexity; negotiable.
One Woodward Ave., Ste 1500
Detroit, MI 48226
Michigan
M Holdings Securities, Inc.
2025 - Present (1 year)
LoVasco Consulting Group
2025 - Present (1 year)
Fidelity Investments
2025 - 2025 (1 year)
FIdelity Investments
2023 - 2025 (2 years)
Verity Wealth Partners
2022 - 2023 (1 year)
Ameriprise
2021 - 2022 (1 year)
Enakar Airbnb LLC
2020 - 2023 (3 years)
New American Funding
2019 - 2021 (2 years)
Shinola
2018 - 2019 (1 year)
Quicken Loans
2017 - 2018 (1 year)
Blue Cross Blue Shield of Michigan
2017 - 2017 (1 year)
Wayne State University
2012 - 2017 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Is not active or affiliated with:
Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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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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