Joseph Vitale
Joseph Vitale is a registered investment advisor at Vitale Wealth Management, based in Metamora, MI, with 9 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 370 clients with $93M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vitale Wealth Management offers investment management services. Here's how they charge:
- Direct Asset Management: 1.00% of the value of your portfolio per year. This fee may be negotiable.
- Co-Advisor (Gradient Investments, LLC):
- Strategic, Tactical, Allocation & Defined Outcome Portfolios: 1.50% annually
- Preservation Portfolios: 1.00% annually
- Private Wealth Portfolios: 1.50% annually
- Client Directed Accounts: $300 annually
These fees are deducted quarterly from your account. Vitale Wealth Management shares a portion of the fees charged by Gradient Investments, LLC.
Location
3778 S. Lapeer Rd., Metamora, MI, 48455
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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 ActivitiesSells Insurance
Joseph owns American Retirement Solutions, where he works as an insurance agent, dedicating nearly all of his time to this. He also owns SSJ Properties and Trinity Realty Inc, where he works as a real estate broker.
Employment History
Current Registrations
Vitale Wealth Management
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.