seller-profile

Joseph N Vitale

American Retirement Advisors

3778 S. Lapeer Rd

Metamora, MI 48455

855-756-5700

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General Information

Firm Start Year

2006

CRD#

1920232

Firm CRD#

284112

Insurance License#

989857

States Licensed in

00073800

Years of Experience in Financial Services

32

Number of Years with Current Firm

14

I work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Financial Planning for Individuals, Tax Advice and Services, Legal Advice and Services, Education Funding and Planning, Risk Management, Money Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Wealth Management

Compliance

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 65

Insurance and Annuity Licenses

Property, Casualty, Accident, Annuity, Health, Life, Variable Annuity, Long Term Care

Firm Information

Advisor's Number of Clients

250

Advisor's Number of Managed Clients

200

Advisor's Number of Planning Clients

100

Assets Managed by Advisor

$30,000,000

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Commissions

Fee % Based on Assets

1.5% ave

Hourly Rate

$250

Additional Details on Charges

Fee based but no fees on fixed or fixed index annuities charged by me or my firm.

Minimum Fee Charged for Managed Accounts

$250

Minimum Fee Charged for Hourly Planning Accounts

$250

Disclaimer

All written content on this site is for information purposes only. Opinions expressed herein are solely those of American Retirement Advisors, Inc. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by American Retirement Advisors, Inc. a Registered Investment Advisor in the State of Michigan. Insurance products and services are offered through American Retirement Solutions, Inc. American Retirement Advisors Inc. and American Retirement Solutions are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Michigan or where otherwise legally permitted. American Retirement Advisors, Inc. American Retirement Advisors, Inc. and Joe Vitale are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions. Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.