Michel Tenaglia is a CFP-designated registered investment advisor at Vima, LLC, based in Troy, MI, with 19 years of industry experience. Michel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 897 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable for accounts over $1,000,001. The fee schedule varies by financial advisor, but no advisor can charge more than 2.5% per year.
Fee Estimator
Location
46 East Square Lake Rd., Troy, MI, 48085
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michel is involved with VIMA LLC, the Italian American Chamber of Commerce of Michigan as a board member (minimal time), and Addison Court Development Company, owning farmland with a friend (minimal time). Michel also has a fixed insurance business and sells fixed universal life, fixed annuities, and LTC insurance.
Employment History
Current Registrations
Vima, LLC
Previous Registrations
LPL Financial LLC
Morgan Stanley & CO. Incorporated
Morgan Stanley
State Registrations2 states
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