Zachariah Torres

Vantage Point Wealth Management offers a tiered rate structure for investment management, where fees decrease as the value of your portfolio increases. There is also a discounted management fee option where you pay a lower management fee plus a separate fee to cover research, subscriptions, and training costs. Fees are negotiable and can be lower if the portfolio is composed of only fixed income investments. A third option is a stock trading service that uses AI software, with fees starting at 2.00% and grading down to 0.50%. No management fees are assessed until accounts reach $10,000 in value.