Alonzo Tredwell is a registered investment advisor at Vital Investment Management LLC, based in Marblehead, MA, with 28 years of industry experience. Alonzo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 399 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Flat annual fee of 1.00% for new assets under management. Fees are negotiable.
Fee Estimator
Location
Marblehead, MA
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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 →Employment History
Current Registrations
Vital Investment Management LLC
Previous Registrations
Pimco Investments LLCBroker
Allianz Global Investors Distributors LLCBroker
Fidelity Personal Trust Company, Fsb
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
State Registrations2 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.
Exams
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