Ventura Advisors is a fee-only registered investment advisor located in Woodland Hills, California, offering personalized financial planning and investment management. Founded in 2004, Ventura Advisors helps individuals, families, trusts, estates, and small businesses navigate their financial lives. The firm takes a holistic approach, combining investment management with cash flow management, college savings planning, retirement planning, tax planning, and estate planning. Portfolios are primarily built using diversified, passively managed index funds and exchange-traded funds to support long-term growth. Ventura Advisors acts strictly in the best interest of clients and does not sell commissioned financial products or accept commissions or finder's fees.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees are negotiable. Minimum quarterly fee is $1,500.