James Maendel
James Maendel is a registered investment advisor at Vestech Asset Management INC., based in Bloomfield Hills, MI, with 25 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 270 clients with $100M 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 $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.50% |
Fees are negotiable for accounts over $1,000,000. The total amount of the fee a client pays will not exceed industry standards of excessive fees, which is 2.00% annually.
Fee Estimator
Location
7 W Square Lake Rd, Bloomfield Hills, MI, 48302
Get directionsHistory
Regulatory History (5)
Regulatory
July 2017Employment Separation After Allegations
January 2015Employment Separation After Allegations
September 2010Customer Dispute
June 2007Customer Dispute
July 2002Other Business ActivitiesSells Insurance
James is the managing principal of Maendel Wealth LLC, dedicating full-time hours to providing advisory services. He also manages interstate corporate relocations and traffic logistics for Amerco (about half his time), works as an independent contractor for Ann Arbor Annuity Exchange (a few hours per week), and is an author and technical reviewer for John Wiley & Sons Inc. (about 10-20% of his time and a few hours per week, respectively).
Employment History
Current Registrations
Vestech Asset Management INC.
Previous Registrations
L.M. Kohn & Company
L.M. Kohn & CompanyBroker
LPL Financial LLC
LPL Financial LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Comerica Securities
Comerica SecuritiesBroker
H&r Block Financial Advisors, INC.Broker
Prudential Securities IncorporatedBroker
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.