Advisor at United Advisors America
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Firm
United Advisors America
Location
Three Rivers, MI
Credentials
Series 63, Series 65
Industry experience
16 years
Vincent Vantassel is a financial advisor at United Advisors America with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Alliance America Corporation and United Advisors America Corporation since 2009. Outside of his advisory role, he is an insurance agent for Alliance America Corporation, a life and health insurance agency in Florida. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans. The firm employs a Modern Portfolio Theory-based approach using customized asset allocations and model portfolios, with a focus on mutual funds, ETFs, and occasionally digital currency products.
Based on United Advisors America
Based on United Advisors America
$0 - $1,500,000: 1.0% annually $1,500,001 - $2,500,000: 0.8% annually $2,500,001+: 0.6% annually null - null: Fixed Income Portfolio Management: 0.5% annually
Insurance product sales result in commissions to representatives from insurance carriers.
Account minimum: $50,000
Three Rivers, MI
Michigan
Alliance America Corporation
2010 - Present (16 years)
United Advisors America Corporation
2009 - Present (17 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.
Is not active or affiliated with:
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.
CFP®, Series 66
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CFP®, Series 63
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Raymond James Financial
Series 63, Series 66
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LPL Financial
CFP®, Series 66
Vicksburg, MI
Raymond James Financial
CFP®, Series 66
Vicksburg, MI
Edward Jones
Series 66
Three Rivers, MI
Ameriprise
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