Michael Minnoch
Michael Minnoch is a registered investment advisor at Vantage Point Management, INC., based in North Ogden, UT, with 21 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 53 clients with $23M 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 $2.0M | 1.95% |
| $2M+ | 1.75% |
VPM reserves the right to modify fees depending upon the nature and scope of the engagement, complexity of services, time to be incurred, for pre-existing relationships, or other special situations and at our discretion.
Fee Estimator
Location
2727 North Washington Blvd, Suite 100, North Ogden, UT, 84414
Get directionsHistory
Regulatory History (2)
Regulatory
May 2013Regulatory
July 2006Other Business ActivitiesSells Insurance
Michael is an associated person of Managed Account Research Inc., focusing on managed futures, commodities, and options, dedicating about 10-20% of his time. He is also an independent insurance agent selling fixed life insurance contracts as part of financial plans, spending a few hours per week.
Employment History
Current Registrations
Vantage Point Management, INC.
Previous Registrations
Vantage Point Investments, INC.
Gbs Financial CORP.Broker
Gbs Financial CORP.
Spc
Sammons Securities Company, LLCBroker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
Sammons Securities Company, LLCBroker
Walnut Street Securities, INC.Broker
State Registrations1 state
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.