Paul Delmotte
Paul Delmotte is a registered investment advisor at Vantage Point Financial, LLC, based in Farmington Hills, MI, with 2 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 8 more. Their firm serves 566 clients with $480M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fees range from 0.50% to 1.50% based on complexity, asset level, and overall relationship. Fees are negotiable.
Fee Estimator
Location
31731 Northwestern Highway, Suite 105, Farmington Hills, MI, 48334
Get directionsHistory
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
Paul is the owner and operations manager of Modern Eagle Golf, a private golf simulator club, dedicating about 10-20% of his time. He is also an independent insurance agent, spending a few hours per week on this activity.
Employment History
Current Registrations
Vantage Point Financial, LLC
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.
Exams
More Advisors
- Ronald Braun, CFPVantage Point Financial, LLC
- Daniel Dusina, CFABlue Chip Partners, LLC
- Barry Weisberg, CFPMorgan Stanley
- Charles Milliken, CFPSpc
- Shawn Kelly, CFPMorgan Stanley
- Jack Riashi, CFPBloom Advisors