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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-14-2014
- Office Locations
- 7
Office Locations
About Vantage Point Wealth Management
Vantage Point Wealth Management is an independent, fiduciary advisory firm providing financial planning, portfolio construction, and wealth management for individuals and families across life stages. The team emphasizes transparent, primarily fee-based compensation with no product quotas, and supports clients in the Minneapolis-St. Paul area and nationwide via virtual meetings. Client portfolios commonly use public funds and ETFs, with custody through LPL Financial.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOSEPH SCOTT MCRAE
Chief Compliance Officer, Managing Member
- CRD
- #2087535
- Ownership
- 75% or more
James Norman Erdmann
COMPLIANCE MANAGER
- CRD
- #7133732
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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JAMES PATRICK BORTOLUSSI
Financial Advisor
- CRD
- #4338830
TEDD MATTHEW BRADLEY
Financial Advisor
- CRD
- #3224473
Showing 2 of 15 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $293,882,917 | $189,602 |
| Non-Discretionary | $32,704,065 | $198,206 |
| Total | $326,586,982 | $190,430 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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