Vantage Wealth Management provides personalized investment advice through financial planning and asset management. Financial planning can be comprehensive or specific, covering topics like retirement, college, and estate planning. Asset management involves creating customized investment strategies based on client needs and risk tolerance, using platforms like SEI, AssetMark, Charles Schwab, First Ascent and Pontera.
Assets Under Management$900M
Clients620
Advisors6
Avg. per Client$1.4M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.25% |
Vantage offers some clients a lesser or greater fee schedule or a flat percentage for all assets. The annual fee calculated as a percentage of assets under management ranges from 0.00% to 2.00%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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