Vantage Financial Group, INC.
Assets Under Management
$793.5M
Number of Clients
2,546
Number of Advisors
20
Average Client AUM
$312K
AUM per Advisor
$39.7M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
Vantage Financial Group, Inc. provides personalized investment advisory services including portfolio management, financial planning, financial consulting, and retirement plan consulting. Services are tailored to individual client needs and objectives. The firm primarily advises on mutual funds, ETFs, and equity securities.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 2.25% |
| $100K - $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Linear schedules may exist with certain legacy clients, but are no longer available to new clients.
Fee Estimator
Portfolio management fees are based on a tiered schedule (see table). Clients may elect to pay a flat asset-based fee of up to 2.25% annually. Financial planning fees are up to $10,000 for a comprehensive plan, up to $5,000 for modular plans, and $500 per hour. Financial consulting fees are up to $10,000 per quarter on a fixed schedule or $500 per hour. Retirement plan consulting fees are negotiated on a case-by-case basis.
Areas of Practice
Location
6200 Rockside Road, Cleveland, OH, 44131