Bonaventure Capital offers investment advice to individuals, trusts, corporations, and other entities through separately managed accounts. Bonaventure recommends and implements specific investment strategies that best meet the client's investment objectives, often using Exchange-Traded Funds and their listed options. Upon request, Bonaventure also advises clients on private equity investments. Bonaventure also advises and manages Investment Limited Liability Companies and Investment Limited Partnerships and subadvises a registered investment company.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
For assets allocated to strategies that require less ongoing maintenance, such as a diversified portfolio of ETFs, Bonaventure typically charges an advisory fee at an annual rate of 0.25%, regardless of account size.