Vantage Point Financial offers personalized investment management, financial planning, and wealth consulting services for individuals, families, high-net-worth clients, and business owners. Vantage Point Financial builds customized portfolios using low-cost mutual funds, exchange-traded funds, individual stocks and bonds, and alternative investments to match each client's risk tolerance and goals. Beyond managing portfolios, Vantage Point Financial provides comprehensive financial planning covering retirement, tax strategies, business owner exit planning, and estate planning coordination. The firm operates as a registered investment advisor legally required to act in your best interest, with offices in Illinois, Michigan, and Missouri.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fees range from 0.50% to 1.50% based on complexity, asset level, and overall relationship. Fees are negotiable.
