James Erdmann
James Erdmann is a registered investment advisor at Vantage Point Wealth Management, based in Plymouth, MN, with 6 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,223 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.50% |
| $100K - $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable based on historical relationships, account composition, and asset amounts. Other LPL advisory programs have maximum annual fees ranging from 0.95% to 3.0%.
Fee Estimator
Location
505 North Highway 169, Suite 260, Plymouth, MN, 55441
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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 Activities
James operates Vantage Point Wealth Management as a DBA for his LPL business and provides administrative support to VPWM Advisors LLC, an independent investment advisor firm. These activities take up nearly all of James's time.
Employment History
Current Registrations
Vantage Point Wealth Management
LPL Financial LLC
LPL Financial LLCBroker
State Registrations5 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.
Exams
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