Viewpoint Financial Partners (operating as Lanyon Advisory Services) provides ongoing portfolio management based on individual client goals and risk tolerance. They create investment policy statements and may use third-party investment advisors. They also offer financial planning covering investments, insurance, taxes, retirement, college, and debt/credit. VFPL generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, hedge funds, private equity funds, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities, venture capital funds and private placements.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. Qualified clients may pay a performance-based fee of 20% of capital appreciation.