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ChFC

Michael Viti

Alta Wealth Advisors LLC
36 Years of Experience
Woburn, MA
1 DisclosureBrokerSells Insurance
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Michael Viti is a ChFC-designated registered investment advisor at Alta Wealth Advisors LLC, based in Woburn, MA, with 36 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Education Planning, and 7 more. Their firm serves 779 clients with $660M in assets under management.

Alta Wealth Advisors LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
779 clients
Average Client Portfolio
$853K average
Assets Under Management
$664.6M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.00%
$100K - $500K1.50%
$500K - $2.5M1.25%
$2.5M - $10.0M1.00%
$10M+0.75%

Fees are generally negotiable. Pension consulting has a separate asset-based fee schedule ranging from 1.00% down to 0.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

300 Tradecenter, Suite 5700, Woburn, MA, 01801

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History

Regulatory History (1)
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Customer Dispute
August 2007
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Michael is involved with several non-variable insurance businesses, including Four Seasons Financial Group, The Marcus Agency, and The Smith Group, dedicating minimal time to each. He also spends about a quarter of his time providing investment advisory services through Alta Wealth Advisors LLC.

Employment History
Current Registrations
Alta Wealth Advisors LLC
April 2018 - Present · 8 yrs 6 mos
LPL Financial LLC
June 2015 - Present · 11 yrs 4 mos
LPL Financial LLCBroker
June 2015 - Present · 11 yrs 4 mos
Previous Registrations
Pinnacle Private Wealth, LLC
July 2015 - May 2018 · 2 yrs 10 mos
Citizens Securities, INC.Broker
June 2000 - June 2015 · 15 yrs
W. S. Griffith & CO., INC.Broker
April 1990 - June 2000 · 10 yrs 2 mos
Home Life Insurance CompanyBroker
April 1990 - October 1992 · 2 yrs 6 mos
State Registrations25 states
ALAZCACOCTFLGAILINKSMAMDMEMIMONCNHNJNVNYPARITXVAVT
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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