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CFP
PM
CFP

Patrick May

Vantage Point Financial, LLC
19 Years of Experience
Lisle, IL
Sells Insurance
View SEC Summary
View SEC Summary

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 Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 8 more. Their firm serves 566 clients with $480M in assets under management.

Vantage Point Financial, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
566 clients
Average Client Portfolio
$856K average
Assets Under Management
$484.6M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Annual fees range from 0.50% to 1.50% based on complexity, asset level, and overall relationship. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2443 Warrenville Road, Suite 630, Lisle, IL, 60532

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History

Regulatory History
Clean regulatory record

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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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
August 2023 - Present · 3 yrs 2 mos
Previous Registrations
Prosperity Capital Advisors
February 2018 - June 2023 · 5 yrs 4 mos
Scottrade Investment Management
April 2016 - February 2018 · 1 yr 10 mos
Scottrade, INC.Broker
September 2006 - February 2018 · 11 yrs 5 mos
State Registrations2 states
MOTX
Advisor

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
No exam information available for this advisor.
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