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Christopher Pavek

Vantage Point Wealth Management
32 Years of Experience
Edina, MN
1 DisclosureBrokerSells Insurance
View SEC Summary
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Christopher Pavek is a registered investment advisor at Vantage Point Wealth Management, based in Edina, MN, with 32 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,223 clients with $330M in assets under management.

Vantage Point Wealth Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
1,223 clients
Average Client Portfolio
$267K average
Assets Under Management
$326.6M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.50%
$100K - $500K2.00%
$500K - $1.0M1.50%
$1M+1.25%

Fees are negotiable based on historical relationships, account composition, and asset amounts. Other LPL advisory programs have maximum annual fees ranging from 0.95% to 3.0%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

7101 York Ave S #350, Edina, MN, 55435

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2002
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Christopher is an Investment Advisor Representative at VPWM Advisors LLC and a Registered Representative at LPL Financial LLC, dedicating full-time and a few hours per week, respectively. He also works as an insurance agent and owns a sports card business, dedicating a few hours per week and minimal time, respectively.

Employment History
Current Registrations
Vantage Point Wealth Management
August 2019 - Present · 7 yrs 2 mos
LPL Financial LLCBroker
January 2018 - Present · 8 yrs 9 mos
Previous Registrations
LPL Financial LLC
January 2018 - October 2020 · 2 yrs 9 mos
Feltl Advisors
December 2013 - January 2018 · 4 yrs 1 mo
Feltl & CompanyBroker
October 2004 - January 2018 · 13 yrs 3 mos
Citigroup Global Markets INC.Broker
June 1994 - October 2004 · 10 yrs 4 mos
Mathews, Holmquist & Associates, INC.Broker
April 1994 - May 1994 · 1 mo
State Registrations7 states
ARAZCAIAMNNDWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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