Patrick May is a CFP-designated registered investment advisor at Vantage Point Financial, LLC, based in Lisle, IL, with 19 years of industry experience. Patrick 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
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
Patrick is a licensed insurance agent offering fixed insurance products such as life insurance, annuities, disability insurance, long-term care insurance, and Medicare supplements. He dedicates about half his time to this activity.
Employment History
Current Registrations
Vantage Point Financial, LLC
Previous Registrations
Prosperity Capital Advisors
Scottrade Investment Management
Scottrade, INC.Broker
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.