VPWM Advisors, operating as Vantage Point Wealth Management, provides investment management and financial planning services. Investment management is offered on both discretionary and non-discretionary bases, often through programs sponsored by LPL Financial. Financial planning includes full financial plans and consultation services. VPWM may also recommend third-party managers.
Assets Under Management$280M
Clients932
Advisors15
Avg. per Client$300K
Avg. per Advisor$18M
www.vpwealthmgmt.com ·www.linkedin.com/in/vpwealthmgmt ·www.facebook.com/vantagepointwealthmanagement
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.50% |
| $100K - $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable based on various criteria. VPWM also offers investment management through LPL Financial programs, with maximum fees ranging from 0.95% to 3.0% depending on the program.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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