Vantage Point Wealth Management, LLC
Vantage Point Wealth Management, LLC (CRD# 161166) is a financial advisory firm headquartered in Saratoga Springs, UT. They manage $4,904,585 in 14 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management5MILLION
Total Number of Accounts14ACCOUNTS
Average Account Value$350,328
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jesse Dean (CRD# 1070113) is an Investment Advisor Representative working at Vantage Point Wealth Management, LLC in Saratoga Springs, UT and has over 25 years of experience in the finance industry.