Advisor at Navy Federal Investment Services, LLC
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Location
Twentynine Palms, CA
Credentials
Series 66
Industry experience
7 years
Valerie Vitale is a financial advisor at Navy Federal Investment Services, LLC with six years of industry experience. She holds the Series 66 designation and previously worked at Merrill and Ameriprise Financial Services, Inc. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm utilizes model portfolios managed by third-party portfolio managers and provides various account monitoring and rebalancing services.
Based on Navy Federal Investment Services, LLC
Based on Navy Federal Investment Services, LLC
Digital Investor Automated Portfolios product: fixed fee $3.50 per month.
$0 - $250,000: Total fees range from approximately 0.75% to 1.35% depending on the third-party portfolio manager and program $250,000 - $500,000: Approximately 0.68% to 1.15% total fees depending on manager $500,000 - $1,000,000: Approximately 0.50% to 0.95% total fees depending on manager $1,000,000 - $2,000,000: Approximately 0.50% to 0.84% total fees depending on manager $2,000,000+: Approximately 0.50% to 0.90% total fees depending on manager
Clients may also engage IARs as registered representatives of the broker-dealer to purchase commission-based securities products separately from advisory services.
Account minimum: $50,000 to $1,000,000 depending on program and third-party portfolio manager (e.g., $50,000 for most programs, $150,000 for UMA, $1,000,000 for Private Wealth Consulting) Minimum fee: Minimum annual platform fees: $50 for SMA and UMA accounts, $25 for Fund Strategist Portfolios; initial account minimums typically $50,000 to $1,000,000
Twentynine Palms, CA
California
Navy Federal Financial Group, LLC
2022 - Present (4 years)
Navy Federal Investment Services, LLC
2022 - Present (4 years)
Navy Federal Investment Services, LLC
2022 - 2022 (1 year)
Navy Federal Financial Group, LLC
2022 - 2022 (1 year)
Merrill
2019 - 2022 (3 years)
Ameriprise Financial Servives, Inc
2018 - 2019 (1 year)
SUNY Alfred State
2017 - 2017 (1 year)
SUNY Alfred State
2016 - 2016 (1 year)
SUNY Alfred State
2015 - 2018 (3 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Is not active or affiliated with:
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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