Vantage Point Advisors, LLC (Salt Lake City)


Vantage Point Advisors, LLC is an adviser based in Salt Lake City. It manages $39.68 million of regulatory assets for 113 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Texas and Utah.

Vantage Point Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and consulting. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Vantage Point Advisors: assets under management

The assets under management (AUM) of Vantage Point Advisors, LLC is $39.68 million. The firm's AUM has grown by 23% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $10.75 million in discretionary accounts and $28.92 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $149.35 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $705.44 thousand.
Vantage Point Advisors has custody of $300 in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Vantage Point Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Salt Lake City

The principal office where Vantage Point Advisors, LLC performs its advisory services is located at 308 East 4500 South, Salt Lake City, UT 84107 The mailing address of the firm is P.O. Box 171266, Salt Lake City, UT 84117. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 801-272-0908 or by fax 866-873-0061. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.vp-advisors.com.

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