Vantage Wealth offers investment management and financial planning services. For investment management clients, Vantage Wealth creates tailored portfolios based on their financial situation, goals, and risk tolerance. Financial planning services are included for investment management clients. Vantage Wealth also offers standalone financial planning for a flat fee, which may cover investment, retirement, estate, charitable, education, real estate, insurance, or business and personal financial planning.
Assets Under Management$680M
Clients247
Advisors3
Avg. per Client$2.8M
Avg. per Advisor$230M
Fee Structure
Minimum Investment:$3M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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