Advisor at Vantage Consulting Group Inc
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Firm
Vantage Consulting Group Inc
Location
Virginia Beach, VA 23451
Credentials
Series 65
Industry experience
24 years
James Wolfe is a financial advisor at Vantage Consulting Group Inc with 24 years of industry experience. He holds a Series 65 designation and has been with Vantage Consulting Group since 1987. The firm advises pooled investment vehicles, private investment funds, and institutional clients, providing pension and profit-sharing plan consulting along with manager-of-managers and third-party money manager selection services. Vantage combines asset allocation with quantitative, fundamental, and technical analysis, relying on selected external managers to execute portfolio strategies.
Based on Vantage Consulting Group Inc
0.05% to 0.5% annually for Investment Supervisory Services
Typically 5% to 10% of net profits as incentive fees, negotiated case-by-case
Account minimum: $1,000,000
3500 Pacific Avenue
Virginia Beach, VA 23451
Virginia
Vantage Consulting Group Inc
1987 - Present (39 years)
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