Vantage Advisors, LLC fees

Published fees

Old brochure. These fees come from a brochure dated September 2023, more than 18 months before our data. The firm may charge differently now, and the fees don't count toward any median.

Quoted from the firm's Form ADV Part 2A brochure, filed September 19, 2023. Fees can change.

Hourly rate

$250/hr

“Vantage Advisors charges hourly fee for financial planning or consulting services, typically at a rate of $250 per hour (the specific rate will be established in advance and may vary depending upon the client’s situation).”

Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.

Adviser record on IAPD (opens in new tab)

About Vantage Advisors, LLC

• Solo practice: Form ADV reports one employee.
• Registered as an adviser: 2019 (7 years).

Firm details from Form ADV

How the firm is paid

Hourly fees

Charges a % of assets

No

Employees

1

Works with

Individuals, high net worth individuals, banks, pension and profit sharing plans, charities, state and local governments, other investment advisers, insurance companies, sovereign wealth funds, and businesses

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported on Form ADV as of September 19, 2023

CRD number

301475 (opens in new tab)

Phone

(610) 324-6831

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