Advisor at Vestech Asset Management Inc.
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Firm
Vestech Asset Management Inc.
Location
Bloomfield Hills, MI 48302
Credentials
Series 63, Series 65
Industry experience
25 years
James Maendel is a financial advisor with Vestech Asset Management Inc. in Bloomfield Hills, MI, holding Series 63 and Series 65 credentials and having 25 years of industry experience. He has worked at Vestech since 2018 and concurrently at Amerco since 2015, where he manages interstate corporate relocations and traffic logistics. Maendel is also an author and technical reviewer for John Wiley & Sons, contributing to the "For Dummies" book series. Vestech Asset Management provides investment advisory and financial planning services to individuals, trusts, estates, and corporate clients. The firm employs a combination of technical, fundamental, and cyclical analysis to manage diversified portfolios and offers both discretionary management and project-based planning engagements.
Based on Vestech Asset Management Inc.
Based on Vestech Asset Management Inc.
Fixed fees for financial planning projects ranging between $150 and $1,000.
$0 - $500,000: 2.00% $500,000 - $1,000,000: 1.50% $1,000,000+: Negotiable
Commission received by representatives from sale of securities and insurance products through Vestech Securities, Inc.
Hourly fees between $150 and $250 per hour for financial planning services.
Account minimum: $5,000 Fee-only: Negotiable fixed fees between $150 and $1,000 for financial planning; hourly fees $150 to $250 per hour.
7 W Square Lake Rd
Bloomfield Hills, MI 48302
Michigan
Vestech Asset Management
2018 - Present (8 years)
Amerco
2015 - Present (11 years)
L.M. Kohn & Company
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
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