Adam Iorfida is a registered investment advisor at Vantage Point Financial, LLC, based in Chesterfield, MO. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 546 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vantage Point Financial charges a percentage of your portfolio annually for investment management services. The exact percentage ranges from 0.50% to 1.50% depending on the complexity of the services, the amount of assets managed, and the overall relationship. If you use an independent manager for part of your portfolio, Vantage Point Financial may charge a lower fee, but the independent manager will also charge a separate fee. The total blended fee will not exceed 2.00% annually.
Location
14755 North Outer Forty Road, Suite 210, Chesterfield, MO, 63017
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Vantage Point Financial, LLC
State Registrations1 state
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.