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Vantage Financial Partners, Llc
Elm Grove, Wisconsin
5.0
31 Reviews
Vantage Financial Partners, LLC, a local investment advisory firm headquartered in Elm Grove, WI, is committed to delivering comprehensive financial solutions to a wide range of clients. With over 1,200 individual clients and an impressive $431,280,000 in assets under management, Vantage Financial Partners has established itself as a trusted partner in managing clients' wealth.
Operating from five offices, the firm maintains a local presence and is well-positioned to serve clients in Elm Grove and beyond. Vantage Financial Partners boasts a team of 20 employees, with nine dedicated to providing investment advisory services. This ...see more
Assets Under Mgmt
$431.28M
Investment Professionals
9
Locations
4
% 401K & Individual
% Discretionary
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
Reviews for Vantage Financial Partners, Llc
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