Vantage Consulting Group provides investment advice and manages portfolios for individuals, high net worth individuals, pension plans, pooled investment vehicles, and other entities. Vantage offers services like individual portfolio management, a manager of managers program, pension consulting, and selection and monitoring of third-party money managers. Vantage also serves as an advisor to private investment funds.
Fee Structure
Vantage Consulting Group charges an annual fee based on a percentage of the assets they manage. This fee typically ranges from 0.05% to 0.5% for both employee benefit and individual accounts. The fee is calculated based on the value of your account at the end of each calendar quarter. Fees may be negotiable. Vantage may also charge an incentive fee based on a percentage of the net profits of the account, typically 5% to 10%.