Wealth Vantage Advisory was formed to be the firm of choice by clients and financial advisors, leading the change in the industry by focusing on the right way of doing things.We assist clients to achieve their financial goals by providing holistic end-to-end financial services. Our full fledged operation support services is enhanced by the use of technology and process driven implementation.Our mission is to develop and nurture the right value system for our advisors and employees, and demonstrate that value system with our clients.
What is the and procedure and turnaround time if I decide to withdraw from my Managed Portfolio?
Procedure: 1) Adviser initiate sell order. 2) Client approve sell order. 3) iFAST proceed to sell.
Duration: iFAST DPMS takes about 10 business days due to our 2 unique offshore funds. WVA DPMS takes about 5-7 business days or less, because it’s all onshore fund houses.
What is the and procedure and turnaround time if I decide to withdraw from my Managed Portfolio?