Vantage Point Management (VPM) offers investment management and consultation services. VPM focuses on individualized services tailored to meet client needs, including portfolio review, asset allocation, and ongoing management. VPM also offers a Model Manager Exchange program. VPM is a fee-based registered investment advisor, meaning it is compensated only through advisory fees paid by clients.
Assets Under Management$23M
Clients53
Advisors2
Avg. per Client$440K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.95% |
| $2M+ | 1.75% |
VPM reserves the right to modify fees depending upon the nature and scope of the engagement, complexity of services, time to be incurred, for pre-existing relationships, or other special situations and at our discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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