Matthew Niederbaumer
Matthew Niederbaumer is a CFP-designated registered investment advisor at Vantage Financial Partners, LLC, based in Huron, SD, with 23 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,807 clients with $810M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vantage Financial Partners (VFP) offers investment management services for an annual fee based on the amount of your portfolio. This fee ranges from 0.40% to 1.50%, depending on the size and composition of your portfolio, the services provided, and the individual(s) providing the services. The fee is charged quarterly, in advance, based on the market value of your portfolio on the last day of the previous quarter. VFP may negotiate a different fee rate for certain client holdings, such as held-away assets, accommodation accounts, and alternative investments.
Location
1712 Dakota Ave S, Huron, SD, 57350
Get directionsHistory
Regulatory History (5)
Regulatory
January 2018Regulatory
November 2017Regulatory
May 2017Regulatory
December 2016Civil Bond
June 2016Other Business Activities
Matthew is the chief manager of Psalm 100 LLC, where he manages bills and payments, dedicating minimal time. He also has ownership stakes in If You Build It LLC, VFP Enterprises LLC, VFP Tax Services LLC, and VF Ventures LLC, all related to owning office buildings or providing tax preparation services, and spends a few hours per week on these ventures.
Employment History
Current Registrations
Vantage Financial Partners, LLC
Previous Registrations
Thrivent Advisor Network, LLC
Thrivent Investment Management INC.
Thrivent Investment Management 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.