Vantage Point Financial offers investment advice to individuals, families, and high-net-worth individuals. Services include investment management, financial planning, tax planning, and estate planning. Vantage Point Financial creates customized investment strategies using mutual funds and exchange-traded funds, and monitors portfolios to ensure they meet client goals. They may also recommend independent managers for a portion of a client's portfolio.
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.