Vantage Wealth Management offers investment advice tailored to individual needs, including discretionary and non-discretionary portfolio management. They also provide financial planning services, ranging from broad-based to single-subject planning, covering areas like retirement, education, and estate planning. Vantage may recommend rolling over retirement accounts to be managed by them, which presents a conflict of interest.
Assets Under Management$49M
Clients218
Advisors2
Avg. per Client$220K
Avg. per Advisor$24M
Fee Structure
Investment management only (planning not offered)
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% |
For certain legacy clients, Vantage may assess an annual portfolio management fee of up to 2.0%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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