Rachel Pease is a registered investment advisor at Vantage Financial Partners, LLC, based in Youngstown, OH, with 12 years of industry experience. Rachel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,807 clients with $810M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vantage Financial Partners (VFP) offers investment management services for an annual fee based on the amount of your portfolio. This fee ranges from 0.40% to 1.50%, depending on the size and composition of your portfolio, the services provided, and the individual(s) providing the services. The fee is charged quarterly, in advance, based on the market value of your portfolio on the last day of the previous quarter. VFP may negotiate a different fee rate for certain client holdings, such as held-away assets, accommodation accounts, and alternative investments.
Location
970 Windham Ct, Suite 1A, Youngstown, OH, 44512
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Vantage Financial Partners, LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
J.P. Morgan Securities LLCBroker
State Registrations1 state
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