Jesse Dean
Jesse Dean is a ChFC-designated registered investment advisor at Vantage Point Wealth Management, LLC, based in Saratoga Springs, UT, with 13 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 24 clients with $7.7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vantage Point Wealth Management offers a tiered rate structure for investment management, where fees decrease as the value of your portfolio increases. There is also a discounted management fee option where you pay a lower management fee plus a separate fee to cover research, subscriptions, and training costs. Fees are negotiable and can be lower if the portfolio is composed of only fixed income investments. A third option is a stock trading service that uses AI software, with fees starting at 2.00% and grading down to 0.50%. No management fees are assessed until accounts reach $10,000 in value.
Location
Saratoga Springs, UT
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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
Jesse is the president of Vantage Point Financial Services, LLC, where he sells life insurance, disability insurance, and annuities. This activity takes about a quarter of Jesse's time.
Employment History
Current Registrations
Vantage Point Wealth Management, LLC
State Registrations1 state
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