James Erdmann is a registered investment advisor at Vantage Point Wealth Management, based in Plymouth, MN, with 6 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 932 clients with $280M 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 various criteria. VPWM also offers investment management through LPL Financial programs, with maximum fees ranging from 0.95% to 3.0% depending on the program.
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.