Advisor at Volition Financial Network, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Volition Financial Network, LLC
Location
Cleveland, OH 44114
Credentials
Series 65
Industry experience
8 years
Michael Vitantonio is a financial advisor at Volition Financial Network, LLC in Cleveland, OH, holding a Series 65 designation with eight years of industry experience. Prior to joining Volition in 2019, he worked at Capital Financial Services, Inc. and Thomas Roulston Investment Partners, LLC. Outside of his advisory role, he provides bookkeeping services for small family businesses using QuickBooks. Volition Financial Network offers discretionary portfolio management and consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm employs model-driven asset allocation combined with fundamental and technical analysis, utilizing various strategies including long- and short-term holdings, trading, margin, short sales, and option writing.
Based on Volition Financial Network, LLC
$0 - $1,000,000.00: 1.000% annually $1,000,001.00 - $3,000,000.00: 0.900% annually $3,000,001.00 - $5,000,000.00: 0.800% annually $5,000,001.00 - $10,000,000.00: 0.700% annually $10,000,000.00+: 0.500% annually
Minimum fee: No minimum fee for Charles Schwab accounts
3615 Superior Avenue, Suite 3102 J
Cleveland, OH 44114
Ohio
Volition Financial Network, LLC
2019 - Present (7 years)
Capital Financial Services, Inc
2017 - Present (9 years)
UnEMPLOYED
2016 - 2017 (1 year)
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Is not 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.
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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Flegal Financial Planning
Dave Flegal is a Certified Public Accountant (CPA) and Certified Financial Planner® (CFP®) and founder of Flegal Financial Planning, a Fee-Only, Registered Investment Advisory firm in Cleveland, Ohio. Dave founded Flegal Financial Planning in 2024 with the goal of having a significant impact in clients’ lives by going beyond the numbers and truly understanding what’s important to them. He’s passionate about helping clients align their values with their finances so they can live meaningful, and peace filled lives. Dave’s experience as a Certified Public Accountant (CPA) and tax preparer enables him to give tax-focused financial advice which helps to minimize clients’ lifetime tax bills.
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