Vantage Point Wealth Management, LLC
Vantage Point Wealth Management, LLC (CRD# 161166) is a financial advisory firm headquartered in , . They manage $6,524,773 in 17 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Vantage Point Wealth Management, LLC
By the Numbers
-
Total Assets Under Management7MILLION
-
Total Number of Accounts17ACCOUNTS
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Average Account Value$383,810
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY, UT
Financial Advisors at Vantage Point Wealth Management, LLC
1
Jesse Dean (CRD# 1070113) is an Investment Advisor Representative working at Vantage Point Wealth Management, LLC in Saratoga Springs, UT and has over 32 years of experience in the finance industry.
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