MV
MV

Michael Vantusko

14 Years of Experience
Broadview Heights, OH
Broker

Michael Vantusko is a registered investment advisor at Stratos Wealth Partners, LTD, based in Broadview Heights, OH, with 14 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 4 more. Their firm serves 21,699 clients with $14B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
376 advisors
Number of Clients
21,699 clients
Average Client Portfolio
$667K average
Assets Under Management
$14.5B

Fee Structure

Minimum Investment:$10K

Stratos Wealth Partners (SWP) offers investment management through Strategic Wealth Management (SWM) accounts and other advisor-managed, non-wrap accounts.

With SWM and other advisor-managed, non-wrap accounts, you'll pay an advisory fee to SWP, plus transaction charges for each trade. The maximum annual advisory fee is 2.0% of the assets managed. In limited cases, SWP may apply a flat fee to provide asset management services, but the maximum flat fee will be no more than 2.0% of the assets under management.

A minimum account value of $10,000 is required for SWM and other advisor-managed, non-wrap accounts; however, in certain instances, the minimum account size may be lower.

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Location

Broadview Heights, OH

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Michael is involved with Cardinal Capital Management LLC, Stratos Wealth Partners, and Stratos Wealth Partners, LTD as an Investment Advisor Representative (IAR). These activities are investment-related and take up nearly all of Michael's time.

Employment History
Current Registrations
Stratos Wealth Partners, LTD
September 2020 - Present · 5 yrs 8 mos
LPL Financial LLCBroker
September 2020 - Present · 5 yrs 8 mos
Previous Registrations
Morgan Stanley
October 2013 - September 2020 · 6 yrs 11 mos
Morgan StanleyBroker
September 2013 - September 2020 · 7 yrs
Vanguard Marketing CorporationBroker
November 2011 - September 2013 · 1 yr 10 mos
State Registrations5 states
AZCAFLOHTX
AdvisorBrokerBoth

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
No exam information available for this advisor.
Michael Vantusko - Financial Advisor | TrueAdvisor