Vantage Advisors, LLC offers financial planning and consulting services. The firm reviews specific financial questions or develops complete financial plans based on a client's financial situation, investment objectives, and risk tolerance. Vantage Advisors then provides recommendations on how to better meet investment goals, including asset allocation and specific investments.
Vantage Advisors charges $250 per hour for financial planning or consulting services. The specific rate is established in advance and may vary depending on the client’s situation. In some instances, Vantage Advisors may quote an estimated total fee based on the estimated time multiplied by the hourly rate to complete the project.