Advisor at Vantage Point Wealth Management
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 Wealth Management
Location
Plymouth, MN 55441
Credentials
CFP®, Series 63, Series 66
Industry experience
18 years
James Bortolussi is a CFP® professional with 18 years of experience in financial advising. He is affiliated with Vantage Point Wealth Management and has operated his sole proprietorship since 2009, providing insurance services alongside his advisory roles. He has been involved with Vantage Point Wealth Management and related entities since 2014. Vantage Point Wealth Management serves individuals, high-net-worth clients, retirement plans, and business entities with portfolio management, financial planning, and ERISA 3(21) retirement-plan advisory services. The firm integrates fundamental and technical analysis with model-based and manager-access strategies, utilizing LPL Financial’s platform and programs to support client objectives and portfolio oversight.
Based on Vantage Point Wealth Management
Based on Vantage Point Wealth Management
Financial planning fixed fees range from $500 to $5,000
$0 - $100,000: 2.50% annually $100,001 - $500,000: 2.00% annually $500,001 - $1,000,000: 1.50% annually $1,000,001+: 1.25% annually
Representatives receive external compensation as registered representatives of LPL Financial and as licensed insurance agents
Financial planning services hourly fee of $250 per hour
Fee-only: Financial planning hourly fee: $250/hour; Financial planning fixed fees: $500 to $5,000
505 North Highway 169, Suite 260
Plymouth, MN 55441
Minnesota · Texas
Bortolussi Wealth Management, L.L.C.
2014 - Present (12 years)
VPWM Advisors LLC dba Vantage Point Wealth Management
2014 - Present (12 years)
LPL Financial, llc
2014 - Present (12 years)
James Patrick Bortolussi, Sole Proprietor
2009 - Present (17 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
Series 63, Series 65
Plymouth, MN
Spencer Financial Advisors
CFA®
Minnetonka, MN
Longship Advisers, LLC
CFP®, Series 63
Edina, MN
The Hatlestad Group
Series 65
St. Louis Park, MN
Carson Capital
Series 66
Eden Prairie, MN
Trustmerit Capital
Series 63, Series 66
Plymouth, MN
MWM Wealth Advisory, LLC
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