Venn Wealth & Benefit Services is a registered investment advisor offering investment management, retirement plan consulting, and personal financial planning. Venn manages investments for individuals, retirement plans, and trusts. Venn may use Unified Managed Accounts (UMA). Venn offers both discretionary and non-discretionary portfolio management services. Some representatives are also licensed insurance agents.
Fee Structure
Venn Wealth & Benefit Services manages investments through advisor-directed brokerage accounts, model accounts, and advised accounts. Fees for model and advisor-directed accounts range from 0.20% to 1.20% on the first $500K, 0.20% to 1.00% on the next $500K to $1M, 0.20% to 0.85% on the next $1M to $2M, and 0.15% to 0.70% on amounts over $2M. Fees for advised accounts range from 0.02% to 0.40%. Fees are negotiable and may vary depending on the representative, assets invested, complexity, and servicing needs.