John Woodrome is a CFP-designated registered investment advisor at Vantage Point Financial, LLC, based in Chesterfield, MO, with 14 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 546 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vantage Point Financial charges a percentage of your portfolio annually for investment management services. The exact percentage ranges from 0.50% to 1.50% depending on the complexity of the services, the amount of assets managed, and the overall relationship. If you use an independent manager for part of your portfolio, Vantage Point Financial may charge a lower fee, but the independent manager will also charge a separate fee. The total blended fee will not exceed 2.00% annually.
Location
14755 N Outer 40 Rd Suite 210, Chesterfield, MO, 63017
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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John is a board member for Christian Brothers College High School Alumni, a fundraising organization. He dedicates minimal time to this non-investment related activity.
Employment History
Current Registrations
Vantage Point Financial, LLC
Previous Registrations
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.Broker
TD Ameritrade, INC.
Infinex Investments, INC.
Infinex Investments, INC.Broker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Edward Jones
Edward JonesBroker
State Registrations2 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.