Vantage Wealth Planning offers investment advice and financial planning to individuals, businesses, charities, and trusts. Vantage Wealth Planning helps clients allocate investments based on their goals and monitors their accounts. They primarily recommend mutual funds, exchange traded funds, stocks, and bonds. They also offer standalone financial planning services for a separate fee. Vantage Wealth Planning does not assist with the implementation of financial plans unless agreed to in writing.
Fee Structure
Vantage Wealth Planning charges an annual fee based on the value of your portfolio, ranging from 0.60% to 1.00%. The exact fee depends on factors like the representative assigned, the amount invested, the complexity of the engagement, and the number of meetings. Similar clients could pay different fees.