Michael Markey Jr.
Advisor at LFN Advisors 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 LFN Advisors 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
Muskegon, MI 49440
Credentials
Series 65
Industry experience
15 years
Michael Markey Jr. is a financial advisor at LFN Advisors Inc. in Muskegon, MI, holding a Series 65 license with 15 years of industry experience. He has been with LFN Advisors since 2013 and is co-founder of Oeconomous, a firm focused on transition planning for advisors. Markey also manages a radio show through Legacy Media Company, LLC. LFN Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, providing financial planning and both discretionary and non-discretionary portfolio management. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to develop individualized investment strategies and conducts at least quarterly account reviews.
Based on LFN Advisors Inc.
$0+: 1.2% annually (discretionary asset management fee, negotiable) $0 - $1,000,000: 1.75% (Strategic & Tactical Portfolios, total annual advisory fee) $1,000,001 - $2,000,000: 1.60% (Strategic & Tactical Portfolios, total annual advisory fee) $2,000,001 - $3,000,000: 1.15% (Strategic & Tactical Portfolios, total annual advisory fee) Over $3,000,000+: 0.90% (Strategic & Tactical Portfolios, total annual advisory fee) $0 - $1,000,000: 1.50% (Allocation Portfolios, total annual advisory fee) $1,000,001 - $2,000,000: 1.30% (Allocation Portfolios, total annual advisory fee) $2,000,001 - $3,000,000: 1.00% (Allocation Portfolios, total annual advisory fee) Over $3,000,000+: 0.80% (Allocation Portfolios, total annual advisory fee) $0+: 1.00% (Preservation Portfolios, flat annual fee) $0+: 1.50% (Legacy Tax Advantage, flat annual fee) $0+: 1.50% (Non-Gradient discretionary managed portfolios, flat annual fee)
Fee-only: Financial planning services offered at no additional cost
700 Terrace Point Dr., Suite 325
Muskegon, MI 49440
Colorado · Michigan · Texas
Legacy Media Company, LLC
2019 - Present (7 years)
Oeconomous
2019 - Present (7 years)
LFN Advisors Inc.
2013 - Present (13 years)
Legacy Network Properties, Inc.
2012 - Present (14 years)
Third Generation Development, Inc. dba Legacy Financial Network
2009 - Present (17 years)
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Is active or affiliated with:
Insurance agent
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Trust company
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Bank
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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