Vantage Financial Group provides investment management and financial planning services to individuals, high net worth individuals, corporations, and business entities. Investment management is offered on a discretionary basis. Financial planning includes single consultations and ongoing consultations covering various financial topics. Vantage also offers ERISA plan services to qualified retirement plans.
Assets Under Management$110M
Clients436
Advisors4
Avg. per Client$260K
Avg. per Advisor$28M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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