Vantage Wealth Management offers investment management and financial planning services to high-net-worth individuals and their families. This includes understanding their financial situation, setting goals, creating and implementing plans, and ongoing monitoring. Vantage Wealth Management invests client assets across a diversified portfolio of mutual funds, exchange traded funds, stocks, bonds, and other securities. Financial planning covers retirement, education savings, cash flow, debt reduction, estate planning, insurance, tax planning, and charitable giving.
Assets Under Management$54M
Clients31
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$54M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $6.0M | 0.65% |
| $6.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable, and some accounts may be eligible for a grandfathered fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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