Aventura Capital Management provides ongoing investment advice based on individual client needs. They manage assets by allocating them among various investments like stocks, mutual funds, and bonds. Aventura may also refer clients to independent fund managers or advise on asset allocation within existing accounts. Services are offered on a fee basis based on assets managed. Aventura may tailor services to individual needs based on a written investment plan.
Assets Under Management$58M
Clients127
Advisors4
Avg. per Client$460K
Avg. per Advisor$14M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees are generally not negotiable, but may be in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...