MV
MV

Michael Vitantonio

8 Years of Experience
Cleveland, OH
1 Disclosure

Michael Vitantonio is a registered investment advisor at Volition Financial Network, LLC, based in Cleveland, OH, with 8 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 67 clients with $17M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
67 clients
Average Client Portfolio
$259K average
Assets Under Management
$17.4M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.90%
$3.0M - $5.0M0.80%
$5.0M - $10.0M0.70%
$10M+0.50%

These fees are for accounts managed directly by Volition Financial Network. For accounts managed through Gradient Investments, the maximum annual advisory fee is 1.50% for Strategic, Tactical Allocation & Defined Outcome Portfolios and 1.00% for Preservation Portfolios. Gradient Investments retains a portion of this fee, and Volition Financial Network retains the remainder.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3615 Superior Avenue, Suite 3102J, Cleveland, OH, 44114

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History

Regulatory History (1)
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Regulatory
December 2017
Final
Other Business Activities

Michael works as a bookkeeper for small family businesses through Vitantonio & Associates, Inc. since 2017, spending a few hours per week. He utilizes QuickBooks to record transactions and operates under the DBA Superior Capital Management LLC.

Employment History
Current Registrations
Volition Financial Network, LLC
July 2019 - Present · 6 yrs 10 mos
Previous Registrations
Capital Financial Services, INC.
December 2017 - July 2019 · 1 yr 7 mos
State Registrations1 state
OH
Advisor

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 Vitantonio - Financial Advisor | TrueAdvisor