Vantage Financial Partners (VFP) provides financial planning, consulting, and investment management services. VFP manages investment portfolios using mutual funds, exchange-traded funds (ETFs), and individual securities. VFP also offers advice on legacy positions and investments held in variable life insurance, annuity contracts, employer-sponsored retirement plans, and qualified tuition plans. VFP tailors its services to each client's needs and objectives, considering their risk tolerance, time horizon, and liquidity constraints.
Fee Structure
Vantage Financial Partners (VFP) offers investment management services for an annual fee based on the amount of your portfolio. This fee ranges from 0.40% to 1.50%, depending on the size and composition of your portfolio, the services provided, and the individual(s) providing the services. The fee is charged quarterly, in advance, based on the market value of your portfolio on the last day of the previous quarter. VFP may negotiate a different fee rate for certain client holdings, such as held-away assets, accommodation accounts, and alternative investments.