VANTAGE POINT WEALTH MANAGEMENT

RIASEC RegisteredEst. 2015

Total AUM

$327M

Discretionary

$294M

90% of AUM

Avg account

$190K

Accounts

1,715

Employees

Advisory reps

Firm details

Headquarters: PLYMOUTH, Minnesota
CRD number: 167886
Registered since: June 3, 2015
Website: www.vpwealthmgmt.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI61.94%
Individuals37.7%
Corporations / Businesses0.35%
Pension & Profit Sharing Plans0.01%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Vantage Point Wealth Management is an independent, SEC-registered registered investment adviser formed as an LLC in 2015 and owned by an individual principal. The firm serves both individual and family clients as well as institutional relationships. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, selection of outside advisers, and educational seminars or workshops. Vantage Point charges a mix of percentage-of-AUM fees alongside hourly and fixed-fee arrangements. The firm identifies as a capital allocator and uses third-party managers for certain strategies. It does not classify itself as an active ESG investor and is affiliated with an insurance company.