Denim Simper
Advisor at Vantage Point Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Vantage Point Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Vantage Point Management, Inc.
Location
North Ogden, UT 84414
Credentials
Series 65
Industry experience
7 years
Denim Simper is a Series 65-licensed advisor with Vantage Point Management, Inc., where he has worked since 2014 in various capacities, accumulating seven years of industry experience. He also operates a U-Haul dealership and Timberline Storage in Vernal, UT, which comprise a notable portion of his non-investment activities. Additionally, he is an independently licensed insurance agent. Vantage Point Management is a fee-based registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a blend of modified passive, strategic, and tactical investment strategies across ETFs, equities, and fixed income, and offers discretionary portfolio management, financial planning, and back-office services.
Based on Vantage Point Management, Inc.
Based on Vantage Point Management, Inc.
$0 - $2,000,000: 1.95% annually $2,000,001+: 1.75% annually
Certain personnel (Denim Simper) earn commissions from insurance sales; Michael Minnoch earns commissions from futures via affiliated entities, separate from VPM advisory fees.
Consultation Services invoiced at $100 per hour.
Fee-only: Investment Management Services are fee-only, no commissions accepted by VPM.
2727 North Washington Blvd, Suite 100
North Ogden, UT 84414
Utah
Vantage Point Management
2018 - Present (8 years)
Gap Year - Not employed
2017 - 2018 (1 year)
Vantage Point Managment
2017 - 2017 (1 year)
Vantage Point Investments
2014 - 2016 (2 years)
Westminster College
2012 - 2017 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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