Vantage Point Wealth Management, LLC
Vantage Point Wealth Management offers financial planning services such as retirement planning, risk management, and estate tax planning. The firm also provides investment portfolio design and supervision, tailoring portfolios to clients' goals, risk tolerance, and time horizon. Vantage Point Wealth Management manages accounts on a discretionary basis.
Fee Structure
Vantage Point Wealth Management offers a tiered rate structure for investment management, where fees decrease as the value of your portfolio increases. There is also a discounted management fee option where you pay a lower management fee plus a separate fee to cover research, subscriptions, and training costs. Fees are negotiable and can be lower if the portfolio is composed of only fixed income investments. A third option is a stock trading service that uses AI software, with fees starting at 2.00% and grading down to 0.50%. No management fees are assessed until accounts reach $10,000 in value.