Jeremy Reiland
Jeremy Reiland is a registered investment advisor at Vantage Point Financial, LLC, based in Lisle, IL, with 15 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 8 more. Their firm serves 566 clients with $480M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fees range from 0.50% to 1.50% based on complexity, asset level, and overall relationship. Fees are negotiable.
Fee Estimator
Location
2443 Warrenville Road, Suite 630, Lisle, IL, 60532
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeremy is a licensed insurance agent with Reiland Financial Group, Inc., offering life and health insurance products and medicare planning for commissions. This takes about 10-20% of his time during trading hours.
Employment History
Current Registrations
Vantage Point Financial, LLC
Previous Registrations
Prosperity Capital Advisors
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.
Exams
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