Michael Viti
Michael Viti is a ChFC-designated registered investment advisor at Alta Wealth Advisors LLC, based in Woburn, MA, with 35 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 779 clients with $660M 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 $100K | 2.00% |
| $100K - $500K | 1.50% |
| $500K - $2.5M | 1.25% |
| $2.5M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Location
400 Tradecenter, Suite 4810, Woburn, MA, 01801
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2007Other 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
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Pinnacle Private Wealth, LLC
Citizens Securities, INC.Broker
W. S. Griffith & CO., INC.Broker
Home Life Insurance CompanyBroker
State Registrations25 states
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.