VANTAGE WEALTH MANAGEMENT, LLC
San Mateo, California
Vantage Wealth Management, LLC, based out of San Mateo, CA, is a reputable investment advisory firm catering to the financial needs of individuals and businesses. With a dedicated team of 9 skilled professionals, including 7 investment advisors, they offer expert guidance in managing clients' wealth. On average, each investment advisor oversees around $127,570,000 in assets under management, aligning with industry standards. The firm's compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. Their client base consists of over 480 individuals, wit...
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Assets Under Mgmt

$545.99M

Investment Professionals

7

Locations

0

% 401K & Individual

26%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection of other advisers
Other: CONSULTING
Other Business Activities
Insurance broker or agent
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