Vincent Vitale is a CFA-designated registered investment advisor at Advance Capital Management INC, based in Southfield, MI, with 13 years of industry experience. Vincent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 6,882 clients with $4.5B 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 | 1.00% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.65% |
Households under $200,000 are subject to an additional service fee: $40 (between $1,000 - $10,000), $50 (between $10,000 - $50,000), or $100 (between $50,000 - $200,000). Fees may be negotiable.
Fee Estimator
Location
One Towne Square, Suite 444, Southfield, MI, 48076
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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 →Other Business Activities
Vincent is the President of the CFA Society of Detroit, an association of local investment professionals, since 2020. He dedicates a few hours per week to overseeing the society's strategic mission, managing the budget, programming, sponsorship, and coordinating the implementation of the CFA Institute's strategic mission.
Employment History
Current Registrations
Advance Capital Management INC
State Registrations1 state
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