Matthew Hess
Matthew Hess is a registered investment advisor at Vantage Point Investments, INC., based in Herriman, UT, with 18 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 222 clients with $35M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vantage Point Investments charges an annual fee based on a percentage of your portfolio's value, ranging from 0.5% to 1.5%. The exact percentage is determined by the client agreement. If an unaffiliated investment manager is used, their fees are billed separately in addition to VPI's fees. For clients using Interactive Brokers, the fee is calculated daily based on the account value. VPI may negotiate its investment management fees based on the complexity of services, time incurred, pre-existing relationships, or other special situations.
Location
Herriman, UT
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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
Matthew sells annuities and various lines of insurance through various insurance companies. He also offers business consulting and creates custom furniture and woodworking projects.
Employment History
Current Registrations
Vantage Point Investments, INC.
Previous Registrations
Sprout Advisers
Spc
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.