Vantage Financial Group provides personalized investment advice and financial planning to individuals, families, and businesses. Vantage Financial Group's services include portfolio management, financial planning, and financial consulting. Vantage Financial Group tailors its advice to each client's individual needs and goals.
Assets Under Management$790M
Clients2,546
Advisors21
Avg. per Client$310K
Avg. per Advisor$38M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.25% |
| $100K - $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Some legacy clients may have linear schedules. Clients can also elect to pay a flat asset-based fee of up to 2.25% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
21 Advisors at this firm
Page 1 of 2