Jonathan Finn is a CFA-designated registered investment advisor at Vantage Consulting Group INC, based in Virginia Beach, VA, with 26 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 7 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
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Assets Under Management
Fee Structure
Vantage Consulting Group charges an annual fee based on a percentage of the assets they manage. This fee typically ranges from 0.05% to 0.5% for both employee benefit and individual accounts. The fee is calculated based on the value of your account at the end of each calendar quarter. Fees may be negotiable. Vantage may also charge an incentive fee based on a percentage of the net profits of the account, typically 5% to 10%.
Location
3500 Pacific Avenue, Virginia Beach, VA, 23451
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Vantage Consulting Group INC
State Registrations1 state
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