Michael Amoia is a ChFC-designated registered investment advisor at Valmark Advisers, INC., based in Akron, OH, with 13 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 Annuities, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 14,890 clients with $10B 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 $1.0M | 1.95% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are negotiable. Other programs have different fee structures, such as the American Funds F-2 program at a flat 1.00% and fee-based annuities/life insurance capped at 1.50%.
Fee Estimator
Location
130 Springside Dr., Akron, OH, 44333
Get directionsHistory
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 →Employment History
Current Registrations
Valmark Advisers, INC.
Valmark Securities, INC.Broker
Valmark Securities, INC.
Previous Registrations
State Farm Investment Management
State Farm Vp Management CORP.Broker
New England SecuritiesBroker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
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.
Exams
More Advisors
- Judson Forner, CFPValmark Advisers, INC.
- Tyler Denholm, CFAValmark Advisers, INC.
- Christopher Finefrock, CFPValmark Advisers, INC.
- Zachary Hurst, CFPValmark Advisers, INC.
- Henry Pilger, PFSValmark Advisers, INC.
- Lawrence RybkaValmark Advisers, INC.