Vantage Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$55,700,000
Clients
219
Advisors
2
of 5 employees
About
Vantage Wealth Management primarily serves individual clients — including high-net-worth households — as well as charitable organizations and businesses, managing roughly $63 million for about 219 clients with a small advisory team. The firm offers discretionary and non-discretionary portfolio management, financial planning and consulting, and employer retirement plan enrollment and education.
The firm tailors investment advice to clients’ stated objectives and typically manages accounts on a discretionary basis, using a mix of methods such as fundamental and technical analysis, cyclical analysis, and modern portfolio theory across equities, fixed income, mutual funds, ETFs, REITs and variable annuities. Financial planning is provided on a one-time or ongoing basis and the firm uses software-driven analysis; tax efficiency is not its primary objective and clients are advised to consult tax professionals.
Noteworthy differences from many peers are that Vantage continues to sponsor a legacy wrap-fee program (closed to new clients) and is also licensed as an insurance agency; the brochure discloses that affiliated insurance agents may receive commission-based compensation separate from advisory fees, a potential conflict of interest. The firm also discloses that some investment adviser representatives are dually registered with another adviser, which can affect program access and creates additional conflict-of-interest considerations, and that it routinely directs brokerage through a single custodian.
Client services
Expertise
Fee options
$1,000 - $350,000: 1.30% $350,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.70% $10,000,001+: 0.50%
Insurance commissions earned by persons providing investment advice who are licensed insurance agents, separate from advisory fees.
$200 per hour for financial planning and consulting services
Account minimum: $1,000
Main office
545 2nd Street, Suite D
Corvallis OR 97333
Advisors at this office
2
Most active in
Oregon · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Brian D
Series 63, Series 65
Corvallis, OR
Vantage Wealth Management LLC
Brian Donne is a financial advisor with Vantage Wealth Management LLC in Corvallis, OR. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. Prior to joining Vantage Wealth Management, he operated Brian Donne Insurance Agency LLC for 16 years and worked with Country Insurance & Financial Services for 20 years. Donne serves on the board of directors for Calvary Corvallis, a local non-profit church, where he helps oversee the budget. Vantage Wealth Management primarily serves individual clients, charitable organizations, and businesses, managing approximately $63 million for about 219 clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, and employer retirement plan services, employing a variety of analytical methods to tailor investment advice to client objectives.
Eric C
CFP®, Series 66
Corvallis, OR
Vantage Wealth Management LLC
Eric Cheney is a CFP®-certified financial advisor with 15 years of industry experience. He is currently with Vantage Wealth Management LLC and has held previous roles at Turman Financial Group, LLC, Geneos Wealth Management, Inc., and LPL Financial. He is also a licensed independent insurance agent specializing in life, health, and fixed insurance products. Vantage Wealth Management primarily serves individual clients, including high-net-worth households, as well as charitable organizations and businesses. The firm offers discretionary and non-discretionary portfolio management and financial planning, tailoring investment advice to clients’ objectives using a combination of fundamental and technical analysis alongside modern portfolio theory.
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