Osher Van De Voorde Investment Management

Vantage Wealth, established in 1995 in Pasadena, California, is a registered investment adviser dedicated to providing a wide array of investment advisory services. As a fiduciary, the firm always acts in the client's best interest, offering service-oriented advisory practices with open communication to help clients meet financial goals while considering risk tolerance and time horizons. Vantage Wealth specializes in Investment Management services, requiring a minimum account balance of $3,000,000. Clients receive asset management and financial planning services, with tailored portfolios continuously monitored and rebalanced based on individual needs. Financial Planning services are available under the same fee schedule, with standalone financial planning services offered at a flat fee ranging from $2,000 to $5,000. The firm employs both quantitative and qualitative analysis in its investment strategies, focusing on growth at a reasonable price. Vantage Wealth manages $609,061,977 on a discretionary basis as of 12/31/2024. The firm charges an annual fee of 1.00% of assets under management for Investment Management services and offers financial planning services on a flat fee basis. Clients have the option to pay fees directly or have them deducted from their accounts. Vantage Wealth does not charge performance-based fees and requires a minimum account balance of $3,000,000 for new Investment Management clients. The firm exercises investment discretion on behalf of clients and votes on client securities unless otherwise requested. Vantage Wealth maintains strict privacy policies and security measures to safeguard client information. Clients have the right to opt-out of certain information sharing practices.