Vantage Financial Group provides personalized investment management, financial planning, and financial consulting services to individuals, families, and businesses. Founded in 1988 and based in Cleveland, Ohio, Vantage Financial Group helps clients build customized portfolios using mutual funds, exchange-traded funds, individual equities, bonds, and alternative investments. The firm offers both discretionary and non-discretionary portfolio management, where professionals make trades on your behalf or consult you first. In addition to investment management, Vantage Financial Group creates comprehensive and modular financial plans covering retirement, taxes, estate planning, cash flow, and education funding. Associated professionals may also act as registered representatives of a broker-dealer or as licensed insurance agents, allowing them to offer commission-based securities and insurance products separately from advisory services.
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% |
Clients may alternatively elect a flat asset-based fee of up to 2.25% annually as negotiated on a case-by-case basis. Fees are negotiable.