Vantage Wealth Management is a registered investment advisor based in Corvallis, Oregon, owned by Brian Donne. The firm primarily offers discretionary portfolio management services, tailoring investment strategies to meet each client's individual needs and objectives. In addition to managing investments, Vantage Wealth Management provides comprehensive and targeted financial planning and consulting services, covering areas such as cash flow analysis, retirement planning, education funding, insurance reviews, and estate analysis. The firm works with individuals, high-net-worth clients, charitable organizations, and corporations. Investment strategies utilize a range of analytical methods, including technical, fundamental, cyclical, and modern portfolio theory, investing across equities, fixed income, mutual funds, exchange-traded funds, and other securities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $350K | 1.30% |
| $350K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees are billed quarterly in advance. Family household accounts may be combined to determine breakpoints. Legacy wrap program clients may be charged up to 2.0%.