Ventura Advisors provides personalized financial planning and investment management. They help clients with setting financial goals, managing cash flow, tax planning, insurance review, education funding, retirement planning, and estate planning. Investment accounts are managed with the client's input, and assets are held by a third-party custodian. Ventura Advisors is a fee-only firm, meaning they don't sell financial products or receive commissions.
Assets Under Management$72M
Clients44
Advisors2
Avg. per Client$1.6M
Avg. per Advisor$36M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$6,000
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% |
Minimum quarterly fee of $1,500 is negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule above, or where the minimum fee has been waived.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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