James Bortolussi
James Bortolussi is a CFP-designated registered investment advisor at Vantage Point Wealth Management, based in Plymouth, MN, with 18 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 932 clients with $280M 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 $100K | 2.50% |
| $100K - $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable based on various criteria. VPWM also offers investment management through LPL Financial programs, with maximum fees ranging from 0.95% to 3.0% depending on the program.
Fee Estimator
Location
505 North Highway 169, Suite 260, Plymouth, MN, 55441
Get directionsHistory
Regulatory History (3)
Regulatory
March 2011Criminal
February 1988Criminal
February 1973Other 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
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
UBS Painewebber INC.Broker
State Registrations10 states
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.