JosephN Vitale- Financial Advisor Metamora, MI

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About Joseph N Vitale

American Retirement Advisors, Inc., is a registered investment advisor whose mission is to provide personalized investment strategies for our clients to help them achieve their financial goals. Headquartered in beautiful rural Metamora, and with three additional locations, we provide financial planning and investment management services throughout Michigan communities on a Holistic level. We have a team of CPAs and CFPs to assist with Strategic Case design with particular awareness of income and tax efficiency. We assist our client to intelligently invest their assets to meet short and long-term needs, while looking to maintain and improve their overall financial standing. We provide full transparency and utilize both investment and insurance* solutions to achieve financial independence. We are, "Your Trusted Guide to Retirement."

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General Information

Firm Start Year

2006

CRD#

1920232

Firm CRD#

284112

Insurance License#

989857

Name of Custodial Firm

TD Ameritrade

States Licensed in

00073800

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

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

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Securities Licenses

Series 65

Insurance and Annuity Licenses

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

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

$49,000,000

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$30,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Commissions, Based on Assets

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

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1889843/paladinregistry-American-Retirement-Advisors-detailed-disclosure.html

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.

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Joseph N Vitale

American Retirement Advisors