Assets Under Management
$793.5M
Number of Clients
2,546
Number of Advisors
20
Average Client AUM
$312K
AUM per Advisor
$39.7M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Vantage Financial Group, Inc. provides personalized investment advisory services including portfolio management, financial planning, and financial consulting. Fees are negotiable and payable quarterly. They primarily advise on mutual funds, ETFs, and equity securities. They also offer retirement plan consulting services to employee benefit plans.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 2.25% |
| $100K - $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Linear Schedules may exist with certain legacy clients, but are no longer available to new clients. Clients may elect to pay a flat asset-based fee of up to 2.25% annually.
6200 Rockside Road, Cleveland, OH, 44131