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Salvatore Ventimiglia

44 Years of Experience
Clinton Twp, MI
1 DisclosureBrokerSells Insurance

Salvatore Ventimiglia is a registered investment advisor at LPL Financial LLC, based in Clinton Twp, MI, with 44 years of industry experience. Salvatore is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

35746 Harper Ave, Clinton Twp, MI, 48035

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2018
Settled
Other Business ActivitiesSells Insurance

Salvatore is an independent insurance agent selling various insurance products, including fixed annuities, health, dental, disability, life, and long-term care insurance since 2004. He also has a DBA, America Group Retirement Strategy Centers, and another DBA, Great Lakes Wealth Planning, and a business entity for tax/investment purposes, Ventimiglia LLC, taking minimal time.

Employment History
Current Registrations
LPL Financial LLC
May 2010 - Present · 16 yrs 5 mos
LPL Financial LLCBroker
November 2003 - Present · 22 yrs 11 mos
Previous Registrations
Veravest Investments, INC.Broker
July 1982 - November 2003 · 21 yrs 4 mos
State Registrations10 states
CAFLINMAMINCOHSCTXVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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