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JB
CFP
JB
CFP

James Bortolussi

Vantage Point Wealth Management
18 Years of Experience
Fort Worth, TX
3 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

James Bortolussi is a CFP-designated registered investment advisor at Vantage Point Wealth Management, based in Fort Worth, TX, with 18 years of industry experience. James 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

Fort Worth, TX

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History

Regulatory History (3)
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.
Regulatory
March 2011
Final
Criminal
February 1988
Final Disposition
Criminal
February 1973
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

James is an Investment Advisor Representative at VPWM Advisors LLC, dedicating full-time hours to investment advice, asset management, and financial planning. He also owns Bortolussi Wealth Management, L.L.C for tax/accounting purposes, spending minimal time on it, and works as an insurance agent and Registered Representative with LPL Financial LLC, spending a few hours per week on each.

Employment History
Current Registrations
Vantage Point Wealth Management
April 2014 - Present · 12 yrs 6 mos
LPL Financial LLC
April 2014 - Present · 12 yrs 6 mos
LPL Financial LLCBroker
April 2014 - Present · 12 yrs 6 mos
Previous Registrations
Ameriprise Financial Services, INC.
June 2011 - April 2014 · 2 yrs 10 mos
Ameriprise Financial Services, INC.Broker
February 2009 - April 2014 · 5 yrs 2 mos
UBS Painewebber INC.Broker
March 2001 - February 2002 · 11 mos
State Registrations10 states
FLGAILKYMNNCOHSCTXVA
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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