Matthew
Gusky
Lifeworks Advisors, LLC
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About this Advisor
Matthew Gusky is a financial advisor who works in Grand Rapids, Michigan with 2 years of relevant experience. Gusky is an employee of Lifeworks Advisors, LLC. The advisor has gained experience at The Chop House, Red Lobster, Regal Holdings, LLC and Lifeworks Advisors, LLC. Gusky has a Series 65 license, qualifying them as an investment advisor representative, and can serve investors in Michigan. Lifeworks Advisors, LLC is a firm that has its headquarters in Grand Rapids, MI. The firm has offices in 10 locations and a total of 24 advisors. It oversees $261 million in assets under management across its 1,384 accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 1,384 customer accounts, 28% are held by high-net-worth individuals who have at least $1 million in investable assets. The firm performs a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management typically are based on the type of financial services. Fees charged by Lifeworks Advisors, LLC most likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lifeworks Advisors, LLC Brokerage Details
$261,198,376
24
1,384
$188,727
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Matthew Gusky Work History
Matthew has been registered as a financial advisor for 2 years.*
Lifeworks Advisors, LLC
Regal Holdings, LLC
The Chop House
Red Lobster
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Gusky to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lifeworks Advisors, LLC
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
Laguna Beach, CA
Grand Rapids, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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