Michael Lizon is a CFP-designated registered investment advisor at Provident Living Advisors LLC, based in Silverdale, WA, with 18 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 177 clients with $47M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
The annual fee may be negotiable in unusual circumstances.
Fee Estimator
Location
10049 Kitsap Mall Blvd Nw, Ste 249, Silverdale, WA, 98383
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Michael is a tax preparer through Michael A Lizon LLC since 2015, spending a few hours per week on this activity. This includes tax preparation and accounting services.
Employment History
Current Registrations
Provident Living Advisors LLC
Previous Registrations
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
J.P. Turner & Company, L.L.C.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.