Vantage Wealth Management offers portfolio management services to high-net-worth individuals and businesses. They assess client's financial situations and goals to create investment strategies. Representatives may recommend securities through VCS Capital, a broker-dealer, which may generate a commission, creating a conflict of interest. Vantage Wealth Management acts as a fiduciary, placing client's interests first.
Assets Under Management$67M
Clients56
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$34M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
All fees are negotiable. Some clients may have fees that are lower than the fee schedule.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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