Vantage Point Investments (VPI) provides investment management, financial planning, and general consultation services. VPI works with individuals, families, high-net-worth individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other businesses. VPI tailors its services to meet the specific needs and objectives of each client, taking into consideration their financial situation, goals, time horizon, and risk tolerance.
Fee Structure
Vantage Point Investments charges an annual fee based on a percentage of your portfolio's value, ranging from 0.5% to 1.5%. The exact percentage is determined by the client agreement. If an unaffiliated investment manager is used, their fees are billed separately in addition to VPI's fees. For clients using Interactive Brokers, the fee is calculated daily based on the account value. VPI may negotiate its investment management fees based on the complexity of services, time incurred, pre-existing relationships, or other special situations.