Adam Walter is a CFP-designated registered investment advisor at Vantage Financial Partners, LLC, based in Elm Grove, WI, with 5 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,807 clients with $810M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vantage Financial Partners (VFP) offers investment management services for an annual fee based on the amount of your portfolio. This fee ranges from 0.40% to 1.50%, depending on the size and composition of your portfolio, the services provided, and the individual(s) providing the services. The fee is charged quarterly, in advance, based on the market value of your portfolio on the last day of the previous quarter. VFP may negotiate a different fee rate for certain client holdings, such as held-away assets, accommodation accounts, and alternative investments.
Location
13230 Watertown Plank Road, Elm Grove, WI, 53122
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Adam owns Red Arrow Bowfishing LLC, where he works as a bow fishing guide, scheduling clients and running trips during the summer months. He dedicates a few hours per week to this business, and it is not investment-related.
Employment History
Current Registrations
Vantage Financial Partners, LLC
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.